Root Financial Partners
VTWO icon

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
Q3 		$193K Sell
1,722
-100
-5% -$11.9K 0.01% 458
2026
Q2 		$221K Sell
1,822
-205
-10% -$23.3K 0.01% 367
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

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Russell 2000 ETF (VTWO) stake by 5.5% in Q3 2026, selling an estimated $11.9K and leaving 1,722 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #458.

Root Financial Partners first reported a position in VTWO in Q3 2025 and has held it in 5 quarters since. The position peaked at $221K in Q2 2026. 657 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Root Financial Partners held 1,722 shares of Vanguard Russell 2000 ETF worth $193K as of Q3 2026.
  • Root Financial Partners sold 100 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $11.9K.
  • Vanguard Russell 2000 ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #458 holding.
  • Root Financial Partners first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Vanguard Russell 2000 ETF position peaked at $221K in Q2 2026.
  • 657 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

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