Root Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10M	Buy	16,776 +782	+5%	+$489K	0.46%	23
2025 Q4	$10M	Buy	15,994 +201	+1%	+$125K	0.51%	24
2025 Q3	$9.67M	Buy	15,793 +5,310	+51%	+$3.13M	0.6%	22
2025 Q2	$5.95M	Sell	10,483 -950	-8%	-$499K	0.58%	26
2025 Q1	$5.88M	Buy	11,433 +3,155	+38%	+$1.71M	0.63%	26
2024 Q4	$4.46M	Buy	8,278 +1,227	+17%	+$665K	0.55%	21
2024 Q3	$3.72M	Buy	7,051 +413	+6%	+$210K	0.6%	19
2024 Q2	$3.32M	Sell	6,638 -1,496	-18%	-$720K	0.78%	18
2024 Q1	$3.91M	Buy	8,134 +6,451	+383%	+$2.95M	1.16%	14
2023 Q4	$735K	Buy	1,683 +470	+39%	+$192K	0.28%	38
2023 Q3	$476K	Buy	1,213 +7	+0.6%	+$2.86K	0.25%	43
2023 Q2	$491K	Sell	1,206 -360	-23%	-$139K	0.29%	42
2023 Q1	$589K	Buy	+1,566	New	+$574K	0.42%	37

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 4.9% in Q1 2026, buying an estimated $489K and bringing the position to 16,776 shares worth $10M. The position accounts for 0.46% of the portfolio, ranked #23.

Root Financial Partners first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $10M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Root Financial Partners held 16,776 shares of Vanguard S&P 500 ETF worth $10M as of Q1 2026.
Root Financial Partners bought 782 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $489K.
Vanguard S&P 500 ETF made up 0.46% of Root Financial Partners's portfolio in Q1 2026, its #23 holding.
Root Financial Partners first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's Vanguard S&P 500 ETF position peaked at $10M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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