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Root Financial Partners’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Root Financial Partners’s Portfolio VTC Stock Details VTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11
Closed -$854 – 3551
2025
Q4 		$854 Buy
+11
New +$860 ﹤0.01% 2127

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

Root Financial Partners sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2026, closing a stake of 11 shares — an estimated $854 sold.

Root Financial Partners first reported a position in VTC in Q4 2025 and held it in 1 quarter. The position peaked at $854 in Q4 2025. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

  • Root Financial Partners reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 Vanguard Total Corporate Bond ETF shares in Q1 2026, an estimated $854.
  • Root Financial Partners first reported a position in Vanguard Total Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's Vanguard Total Corporate Bond ETF position peaked at $854 in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

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