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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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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. 169 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.
  • 169 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.