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 Q3	$1.22M	Sell	14,249 -359	-2%	-$29.9K	0.04%	108
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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.5% in Q3 2026, selling an estimated $29.9K and leaving 14,249 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #108.

Root Financial Partners first reported a position in VOOG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2026. 300 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

Root Financial Partners held 14,249 shares of Vanguard S&P 500 Growth ETF worth $1.22M as of Q3 2026.
Root Financial Partners sold 359 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $29.9K.
Vanguard S&P 500 Growth ETF made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #108 holding.
Root Financial Partners first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
Root Financial Partners's Vanguard S&P 500 Growth ETF position peaked at $1.25M in Q1 2026.
300 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

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