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 Q3	$38.1K	Sell	173 -2,296	-93%	-$518K	﹤0.01%	1219
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 93% in Q3 2026, selling an estimated $518K and leaving 173 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Root Financial Partners first reported a position in VOOV in Q4 2024 and has held it in 8 quarters since. The position peaked at $541K in Q2 2026. 409 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

Root Financial Partners held 173 shares of Vanguard S&P 500 Value ETF worth $38.1K as of Q3 2026.
Root Financial Partners sold 2,296 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $518K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1219 holding.
Root Financial Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's Vanguard S&P 500 Value ETF position peaked at $541K in Q2 2026.
409 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

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