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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard S&P 500 Value ETF (VOOV) stake by 7.8% in Q1 2026, buying an estimated $37.3K and bringing the position to 2,472 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #160.

Root Financial Partners first reported a position in VOOV in Q4 2024 and has held it in 6 quarters since. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Root Financial Partners held 2,472 shares of Vanguard S&P 500 Value ETF worth $504K as of Q1 2026.
Root Financial Partners bought 178 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $37.3K.
Vanguard S&P 500 Value ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #160 holding.
Root Financial Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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