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 Q3	$815K	Sell	10,397 -5,661	-35%	-$460K	0.03%	161
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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 35% in Q3 2026, selling an estimated $460K and leaving 10,397 shares worth $815K. The position accounts for 0.03% of the portfolio, ranked #161.

Root Financial Partners first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q2 2026. 1,216 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Root Financial Partners held 10,397 shares of Vanguard Morningstar Mid-Cap ETF worth $815K as of Q3 2026.
Root Financial Partners sold 5,661 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $460K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #161 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.29M in Q2 2026.
1,216 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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