Root Financial Partners’s Vanguard Morningstar 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 Q2	$1.29M	Buy	16,058 +558	+4%	+$43.3K	0.05%	101
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Root Financial Partners's VO Position: Q2 2026 in Review

Root Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, buying an estimated $43.3K and bringing the position to 16,058 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #101.

Root Financial Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Root Financial Partners held 16,058 shares of Vanguard Morningstar Mid-Cap ETF worth $1.29M as of Q2 2026.
Root Financial Partners bought 558 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $43.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #101 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.