Root Financial Partners’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 1.2% in Q1 2026, selling an estimated $7.47K and leaving 3,404 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #142.

Root Financial Partners first reported a position in VOE in Q1 2023 and has held it in 5 quarters since. The position peaked at $661K in Q3 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Root Financial Partners held 3,404 shares of Vanguard Mid-Cap Value ETF worth $627K as of Q1 2026.
Root Financial Partners sold 40 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $7.47K.
Vanguard Mid-Cap Value ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #142 holding.
Root Financial Partners first reported a position in Vanguard Mid-Cap Value ETF in Q1 2023 and has held it in 5 quarters since.
Root Financial Partners's Vanguard Mid-Cap Value ETF position peaked at $661K in Q3 2025.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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