Root Financial Partners
VIOV icon

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
Q3 		$85.9K Buy
+781
New +$91K ﹤0.01% 812
2026
Q2 		– Sell
-781
Closed -$79.5K – 3091
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

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UBS Group
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Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Root Financial Partners's VIOV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2026: 781 shares worth $85.9K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VIOV as recently as Q1 2026.

Root Financial Partners first reported a position in VIOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $99.3K in Q4 2025. 191 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

  • Root Financial Partners held 781 shares of Vanguard S&P Small-Cap 600 Value ETF worth $85.9K as of Q3 2026.
  • Vanguard S&P Small-Cap 600 Value ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #812 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 4 quarters since.
  • Root Financial Partners's Vanguard S&P Small-Cap 600 Value ETF position peaked at $99.3K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.