Root Financial Partners
VOO icon

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
Q3 		$16.9M Buy
24,154
+7,867
+48% +$5.49M 0.57% 22
2026
Q2 		$11.2M Sell
16,287
-489
-3% -$326K 0.43% 26
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 		$9.7M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 48% in Q3 2026, buying an estimated $5.49M and bringing the position to 24,154 shares worth $16.9M. The position accounts for 0.57% of the portfolio, ranked #22.

Root Financial Partners first reported a position in VOO in Q1 2023 and has held it in 15 quarters since. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Root Financial Partners held 24,154 shares of Vanguard S&P 500 ETF worth $16.9M as of Q3 2026.
  • Root Financial Partners bought 7,867 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $5.49M.
  • Vanguard S&P 500 ETF made up 0.57% of Root Financial Partners's portfolio in Q3 2026, its #22 holding.
  • Root Financial Partners first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
  • 1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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