Root Financial Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Root Financial Partners’s Portfolio VIOG Stock Details VIOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.25K	Buy	+18	New	+$2.3K	﹤0.01%	2273

Other funds holding VIOG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Root Financial Partners's VIOG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2026: 18 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #2273 among its holdings.

178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

Root Financial Partners held 18 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $2.25K as of Q1 2026.
Vanguard S&P Small-Cap 600 Growth ETF was a new Root Financial Partners position in Q1 2026.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2273 holding.
178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.