Root Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.2M	Buy	122,124 +2,928	+2%	+$1.05M	1.76%	16
2026 Q1	$38.2M	Buy	119,196 +23,331	+24%	+$7.83M	1.77%	14
2025 Q4	$32.1M	Buy	95,865 +1,136	+1%	+$378K	1.64%	16
2025 Q3	$31.1M	Buy	94,729 +26,086	+38%	+$8.24M	1.92%	14
2025 Q2	$20.9M	Sell	68,643 -9,715	-12%	-$2.73M	2.02%	14
2025 Q1	$21.5M	Buy	78,358 +5,866	+8%	+$1.7M	2.3%	13
2024 Q4	$21M	Buy	72,492 +18,366	+34%	+$5.36M	2.6%	11
2024 Q3	$15.3M	Buy	54,126 +12,661	+31%	+$3.45M	2.45%	11
2024 Q2	$11.1M	Buy	41,465 +10,756	+35%	+$2.78M	2.6%	12
2024 Q1	$7.98M	Buy	30,709 +4,701	+18%	+$1.16M	2.37%	11
2023 Q4	$6.17M	Buy	26,008 +7,025	+37%	+$1.55M	2.32%	11
2023 Q3	$4.03M	Buy	18,983 +4,582	+32%	+$1.01M	2.14%	12
2023 Q2	$3.17M	Buy	14,401 +1,229	+9%	+$256K	1.89%	12
2023 Q1	$2.69M	Buy	+13,172	New	+$2.64M	1.92%	11

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, buying an estimated $1.05M and bringing the position to 122,124 shares worth $45.2M. The position accounts for 1.76% of the portfolio, ranked #16.

Root Financial Partners first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Root Financial Partners held 122,124 shares of Vanguard Morningstar Total Stock Market ETF worth $45.2M as of Q2 2026.
Root Financial Partners bought 2,928 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.05M.
Vanguard Morningstar Total Stock Market ETF made up 1.76% of Root Financial Partners's portfolio in Q2 2026, its #16 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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