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 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 103% in Q2 2026, buying an estimated $213K and bringing the position to 1,450 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #213.

Root Financial Partners first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Root Financial Partners held 1,450 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $444K as of Q2 2026.
Root Financial Partners bought 737 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $213K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #213 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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