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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$541K	Sell	2,469 -3	-0.1%	-$647	0.02%	187
2026 Q1	$504K	Buy	2,472 +178	+8%	+$37.3K	0.02%	160
2025 Q4	$470K	Sell	2,294 -122	-5%	-$24.7K	0.02%	173
2025 Q3	$482K	Buy	2,416 +1	+0%	+$194	0.03%	149
2025 Q2	$456K	Buy	2,415 +121	+5%	+$21.8K	0.04%	134
2025 Q1	$423K	Hold	2,294	–	–	0.05%	125
2024 Q4	$423K	Buy	+2,294	New	+$440K	0.05%	126

Other funds holding VOOV

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 0.12% in Q2 2026, selling an estimated $647 and leaving 2,469 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #187.

Root Financial Partners first reported a position in VOOV in Q4 2024 and has held it in 7 quarters since. 455 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Root Financial Partners held 2,469 shares of Vanguard S&P 500 Value ETF worth $541K as of Q2 2026.
Root Financial Partners sold 3 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $647.
Vanguard S&P 500 Value ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #187 holding.
Root Financial Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
455 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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