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

Root Financial Partners’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.5K Sell
781
-235
-23% -$24.4K ﹤0.01% 668
2025
Q4 		$99.3K Buy
1,016
+720
+243% +$69.5K 0.01% 468
2025
Q3 		$28.2K Buy
+296
New +$27.1K ﹤0.01% 930

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 23% in Q1 2026, selling an estimated $24.4K and leaving 781 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Root Financial Partners first reported a position in VIOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $99.3K in Q4 2025. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Root Financial Partners held 781 shares of Vanguard S&P Small-Cap 600 Value ETF worth $79.5K as of Q1 2026.
  • Root Financial Partners sold 235 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $24.4K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #668 holding.
  • Root Financial Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vanguard S&P Small-Cap 600 Value ETF position peaked at $99.3K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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