Root Financial Partners
VPL icon

Root Financial Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Root Financial Partners’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$130K Buy
+1,124
New +$128K ﹤0.01% 607
2026
Q2 		– Sell
-570
Closed -$55.7K – 3115
2026
Q1 		$55.7K Hold
570
– – ﹤0.01% 833
2025
Q4 		$51.6K Buy
570
+443
+349% +$40.1K ﹤0.01% 699
2025
Q3 		$11.1K Buy
+127
New +$10.8K ﹤0.01% 1412

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Elm Partners Management
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State Street
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Haverford Trust Company
Haverford Trust Company Radnor, Pennsylvania $11.8B AUM 14.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Root Financial Partners opened a new position in Vanguard FTSE Pacific ETF (VPL) in Q3 2026: 1,124 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VPL as recently as Q1 2026.

Root Financial Partners first reported a position in VPL in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold VPL as of Q3 2026.

  • Root Financial Partners held 1,124 shares of Vanguard FTSE Pacific ETF worth $130K as of Q3 2026.
  • Vanguard FTSE Pacific ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #607 holding.
  • Root Financial Partners first reported a position in Vanguard FTSE Pacific ETF in Q3 2025 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2026.

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