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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
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

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

Root Financial Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2026, closing a stake of 570 shares — an estimated $55.7K sold.

Root Financial Partners first reported a position in VPL in Q3 2025 and held it in 3 quarters. The position peaked at $55.7K in Q1 2026. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 570 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $55.7K.
  • Root Financial Partners first reported a position in Vanguard FTSE Pacific ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vanguard FTSE Pacific ETF position peaked at $55.7K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

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