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Root Financial Partners’s Vanguard 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 23% in Q1 2026, selling an estimated $58.5K and leaving 713 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #355.

Root Financial Partners first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $384K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Root Financial Partners held 713 shares of Vanguard Mid-Cap Growth ETF worth $184K as of Q1 2026.
  • Root Financial Partners sold 213 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $58.5K.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #355 holding.
  • Root Financial Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vanguard Mid-Cap Growth ETF position peaked at $384K in Q3 2025.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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