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Root Financial Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Root Financial Partners’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$203K Buy
2,027
+320
+19% +$33.4K 0.01% 329
2025
Q4 		$170K Buy
1,707
+463
+37% +$46K 0.01% 331
2025
Q3 		$122K Buy
+1,244
New +$115K 0.01% 385

Other funds holding VTWO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Russell 2000 ETF (VTWO) stake by 19% in Q1 2026, buying an estimated $33.4K and bringing the position to 2,027 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #329.

Root Financial Partners first reported a position in VTWO in Q3 2025 and has held it in 3 quarters since. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Root Financial Partners held 2,027 shares of Vanguard Russell 2000 ETF worth $203K as of Q1 2026.
  • Root Financial Partners bought 320 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $33.4K.
  • Vanguard Russell 2000 ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #329 holding.
  • Root Financial Partners first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 3 quarters since.
  • 677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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