Root Financial Partners
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Root Financial Partners’s Village Super Market VLGEA Stock Holding History

Root Financial Partners’s Portfolio VLGEA Stock Details VLGEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$818 Buy
+18
New +$784 ﹤0.01% 3045
2026
Q2 		– Sell
-12
Closed -$507 – 3097
2026
Q1 		$507 Buy
+12
New +$460 ﹤0.01% 2860

Other funds holding VLGEA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Value Investment Professionals
Value Investment Professionals New York $115M AUM 13% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Root Financial Partners opened a new position in Village Super Market (VLGEA) in Q3 2026: 18 shares worth $818. The stake represents ﹤0.01% of the portfolio and ranks #3045 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VLGEA as recently as Q1 2026.

Root Financial Partners first reported a position in VLGEA in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold VLGEA as of Q3 2026.

  • Root Financial Partners held 18 shares of Village Super Market worth $818 as of Q3 2026.
  • Village Super Market was a new Root Financial Partners position in Q3 2026.
  • Village Super Market made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3045 holding.
  • Root Financial Partners first reported a position in Village Super Market in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Village Super Market as of Q3 2026.

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