Root Financial Partners
VT icon

Root Financial Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Root Financial Partners’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$138K Buy
+875
New +$139K ﹤0.01% 585
2026
Q2 		– Sell
-168
Closed -$23.2K – 3128
2026
Q1 		$23.2K Sell
168
-2
-1% -$288 ﹤0.01% 1236
2025
Q4 		$23.9K Sell
170
-155
-48% -$21.7K ﹤0.01% 1085
2025
Q3 		$44.7K Buy
+325
New +$43.2K ﹤0.01% 707
2025
Q1 		– Sell
-2,246
Closed -$264K – 232
2024
Q4 		$264K Buy
+2,246
New +$270K 0.03% 171

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Global Endowment Management
Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2026: 875 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VT as recently as Q1 2026.

Root Financial Partners first reported a position in VT in Q4 2024 and has held it in 5 quarters since. The position peaked at $264K in Q4 2024. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Root Financial Partners held 875 shares of Vanguard Total World Stock ETF worth $138K as of Q3 2026.
  • Vanguard Total World Stock ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #585 holding.
  • Root Financial Partners first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 5 quarters since.
  • Root Financial Partners's Vanguard Total World Stock ETF position peaked at $264K in Q4 2024.
  • 1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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