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Root Financial Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Root Financial Partners’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-116
Closed -$5.45K – 2531
2025
Q3 		$5.45K Buy
+116
New +$5.38K ﹤0.01% 1693

Other funds holding VMBS

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's VMBS Position: Q4 2025 in Review

Root Financial Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 116 shares — an estimated $5.45K sold.

Root Financial Partners first reported a position in VMBS in Q3 2025 and held it in 1 quarter. The position peaked at $5.45K in Q3 2025. 689 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

  • Root Financial Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 116 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $5.45K.
  • Root Financial Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $5.45K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.