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 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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 51% in Q2 2026, buying an estimated $334K and bringing the position to 5,131 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #122.

Root Financial Partners first reported a position in VOE in Q1 2023 and has held it in 6 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Root Financial Partners held 5,131 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.01M as of Q2 2026.
Root Financial Partners bought 1,727 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $334K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #122 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 6 quarters since.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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