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
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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q1 2026, selling an estimated $288 and leaving 168 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Root Financial Partners first reported a position in VT in Q4 2024 and has held it in 4 quarters since. The position peaked at $264K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Root Financial Partners held 168 shares of Vanguard Total World Stock ETF worth $23.2K as of Q1 2026.
  • Root Financial Partners sold 2 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $288.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1236 holding.
  • Root Financial Partners first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 4 quarters since.
  • Root Financial Partners's Vanguard Total World Stock ETF position peaked at $264K in Q4 2024.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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