Root Financial Partners
VUG icon

Root Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Root Financial Partners’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$68.5M Buy
760,301
+34,777
+5% +$3.04M 2.3% 11
2026
Q2 		$62.5M Sell
725,524
-6,614
-0.9% -$557K 2.43% 11
2026
Q1 		$53.3M Buy
732,138
+140,910
+24% +$11M 2.46% 9
2025
Q4 		$48.1M Buy
591,228
+142,404
+32% +$11.6M 2.46% 10
2025
Q3 		$35.9M Buy
448,824
+172,602
+62% +$13.2M 2.21% 13
2025
Q2 		$20.2M Buy
276,222
+116,574
+73% +$7.67M 1.95% 15
2025
Q1 		$9.9M Buy
159,648
+101,022
+172% +$6.81M 1.05% 19
2024
Q4 		$4.01M Buy
58,626
+31,410
+115% +$2.11M 0.5% 23
2024
Q3 		$1.74M Buy
27,216
+17,430
+178% +$1.08M 0.28% 33
2024
Q2 		$610K Sell
9,786
-1,752
-15% -$102K 0.14% 58
2024
Q1 		$662K Buy
11,538
+6,828
+145% +$375K 0.2% 48
2023
Q4 		$244K Buy
+4,710
New +$227K 0.09% 68
2023
Q3 		– Sell
-4,254
Closed -$201K – 71
2023
Q2 		$201K Buy
+4,254
New +$184K 0.12% 61

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.8% in Q3 2026, buying an estimated $3.04M and bringing the position to 760,301 shares worth $68.5M. The position accounts for 2.3% of the portfolio, ranked #11.

Root Financial Partners first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 1,378 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Root Financial Partners held 760,301 shares of Vanguard Morningstar Growth ETF worth $68.5M as of Q3 2026.
  • Root Financial Partners bought 34,777 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $3.04M.
  • Vanguard Morningstar Growth ETF made up 2.3% of Root Financial Partners's portfolio in Q3 2026, its #11 holding.
  • Root Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,378 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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