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Root Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Root Financial Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Sell
15,500
-304
-2% -$22.6K 0.05% 96
2025
Q4 		$1.15M Sell
15,804
-148
-0.9% -$10.8K 0.06% 86
2025
Q3 		$1.17M Buy
15,952
+5,576
+54% +$400K 0.07% 77
2025
Q2 		$726K Buy
10,376
+868
+9% +$57K 0.07% 89
2025
Q1 		$615K Buy
9,508
+2,116
+29% +$142K 0.07% 95
2024
Q4 		$488K Buy
+7,392
New +$502K 0.06% 118

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 1.9% in Q1 2026, selling an estimated $22.6K and leaving 15,500 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #96.

Root Financial Partners first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Root Financial Partners held 15,500 shares of Vanguard Mid-Cap ETF worth $1.11M as of Q1 2026.
  • Root Financial Partners sold 304 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $22.6K.
  • Vanguard Mid-Cap ETF made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #96 holding.
  • Root Financial Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's Vanguard Mid-Cap ETF position peaked at $1.17M in Q3 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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