Root Financial Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$339K	Sell	1,161 -289	-20%	-$86.6K	0.01%	294
2026 Q2	$444K	Buy	1,450 +737	+103%	+$213K	0.02%	213
2026 Q1	$184K	Sell	713 -213	-23%	-$58.5K	0.01%	355
2025 Q4	$258K	Sell	926 -380	-29%	-$109K	0.01%	249
2025 Q3	$384K	Buy	1,306 +485	+59%	+$140K	0.02%	179
2025 Q2	$233K	Buy	+821	New	+$212K	0.02%	222

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 20% in Q3 2026, selling an estimated $86.6K and leaving 1,161 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #294.

Root Financial Partners first reported a position in VOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $444K in Q2 2026. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Root Financial Partners held 1,161 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $339K as of Q3 2026.
Root Financial Partners sold 289 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $86.6K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #294 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
Root Financial Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $444K in Q2 2026.
785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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