RFP
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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Root Financial Partners sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 168 shares — an estimated $23.2K sold.

Root Financial Partners first reported a position in VT in Q4 2024 and held it in 4 quarters. The position peaked at $264K in Q4 2024. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 168 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $23.2K.
  • Root Financial Partners first reported a position in Vanguard Total World Stock ETF in Q4 2024 and held it in 4 quarters.
  • Root Financial Partners's Vanguard Total World Stock ETF position peaked at $264K in Q4 2024.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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