Root Financial Partners
VONG icon

Root Financial Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Root Financial Partners’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$221K Sell
1,713
-477
-22% -$60.1K 0.01% 410
2026
Q2 		$280K Sell
2,190
-1,671
-43% -$207K 0.01% 309
2026
Q1 		$424K Sell
3,861
-192
-5% -$22.4K 0.02% 195
2025
Q4 		$493K Buy
4,053
+2,543
+168% +$310K 0.03% 164
2025
Q3 		$182K Buy
+1,510
New +$173K 0.01% 301

Other funds holding VONG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 22% in Q3 2026, selling an estimated $60.1K and leaving 1,713 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #410.

Root Financial Partners first reported a position in VONG in Q3 2025 and has held it in 5 quarters since. The position peaked at $493K in Q4 2025. 849 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Root Financial Partners held 1,713 shares of Vanguard Russell 1000 Growth ETF worth $221K as of Q3 2026.
  • Root Financial Partners sold 477 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $60.1K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #410 holding.
  • Root Financial Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Vanguard Russell 1000 Growth ETF position peaked at $493K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

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