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 Q3	$47.1M	Buy	125,760 +3,636	+3%	+$1.36M	1.58%	16
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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q3 2026, buying an estimated $1.36M and bringing the position to 125,760 shares worth $47.1M. The position accounts for 1.58% of the portfolio, ranked #16.

Root Financial Partners first reported a position in VTI in Q1 2023 and has held it in 15 quarters since. 1,793 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Root Financial Partners held 125,760 shares of Vanguard Morningstar Total Stock Market ETF worth $47.1M as of Q3 2026.
Root Financial Partners bought 3,636 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.36M.
Vanguard Morningstar Total Stock Market ETF made up 1.58% of Root Financial Partners's portfolio in Q3 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 15 quarters since.
1,793 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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