Root Financial Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Root Financial Partners’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$849K	Sell	4,344 -787	-15%	-$161K	0.03%	159
2026 Q2	$1.01M	Buy	5,131 +1,727	+51%	+$334K	0.04%	122
2026 Q1	$627K	Sell	3,404 -40	-1%	-$7.47K	0.03%	142
2025 Q4	$611K	Sell	3,444 -342	-9%	-$59.9K	0.03%	136
2025 Q3	$661K	Buy	+3,786	New	+$644K	0.04%	114
2025 Q1	–	Sell	-1,646	Closed	-$266K	–	231
2024 Q4	$266K	Buy	+1,646	New	+$278K	0.03%	168
2023 Q2	–	Sell	-1,590	Closed	-$213K	–	68
2023 Q1	$213K	Buy	+1,590	New	+$221K	0.15%	60

Other funds holding VOE

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

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

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 15% in Q3 2026, selling an estimated $161K and leaving 4,344 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #159.

Root Financial Partners first reported a position in VOE in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2026. 580 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Root Financial Partners held 4,344 shares of Vanguard Morningstar Mid-Cap Value ETF worth $849K as of Q3 2026.
Root Financial Partners sold 787 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $161K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #159 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 7 quarters since.
Root Financial Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.01M in Q2 2026.
580 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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