Root Financial Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Root Financial Partners’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.79M	Buy	12,248 +4,416	+56%	+$667K	0.08%	69
2025 Q4	$1.12M	Buy	7,832 +2,429	+45%	+$346K	0.06%	88
2025 Q3	$770K	Buy	5,403 +2,392	+79%	+$331K	0.05%	102
2025 Q2	$405K	Sell	3,011 -1,910	-39%	-$236K	0.04%	152
2025 Q1	$569K	Sell	4,921 -831	-14%	-$96.6K	0.06%	101
2024 Q4	$659K	Buy	5,752 +3,612	+169%	+$434K	0.08%	96
2024 Q3	$270K	Buy	+2,140	New	+$258K	0.04%	130

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 56% in Q1 2026, buying an estimated $667K and bringing the position to 12,248 shares worth $1.79M. The position accounts for 0.08% of the portfolio, ranked #69.

Root Financial Partners first reported a position in VSS in Q3 2024 and has held it in 7 quarters since. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Root Financial Partners held 12,248 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.79M as of Q1 2026.
Root Financial Partners bought 4,416 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $667K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.08% of Root Financial Partners's portfolio in Q1 2026, its #69 holding.
Root Financial Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 7 quarters since.
697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

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