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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21M	Sell	14,608 -3,848	-21%	-$305K	0.05%	109
2026 Q1	$1.25M	Buy	18,456 +12,084	+190%	+$874K	0.06%	85
2025 Q4	$472K	Buy	6,372 +1,494	+31%	+$110K	0.02%	172
2025 Q3	$354K	Buy	4,878 +570	+13%	+$39.4K	0.02%	190
2025 Q2	$285K	Buy	+4,308	New	+$256K	0.03%	188

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 21% in Q2 2026, selling an estimated $305K and leaving 14,608 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #109.

Root Financial Partners first reported a position in VOOG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2026. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Root Financial Partners held 14,608 shares of Vanguard S&P 500 Growth ETF worth $1.21M as of Q2 2026.
Root Financial Partners sold 3,848 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $305K.
Vanguard S&P 500 Growth ETF made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #109 holding.
Root Financial Partners first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Root Financial Partners's Vanguard S&P 500 Growth ETF position peaked at $1.25M in Q1 2026.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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