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 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	$9.87M	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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Root Financial Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.9% in Q2 2026, selling an estimated $557K and leaving 725,524 shares worth $62.5M. The position accounts for 2.43% of the portfolio, ranked #11.

Root Financial Partners first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Root Financial Partners held 725,524 shares of Vanguard Morningstar Growth ETF worth $62.5M as of Q2 2026.
Root Financial Partners sold 6,614 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $557K.
Vanguard Morningstar Growth ETF made up 2.43% of Root Financial Partners's portfolio in Q2 2026, its #11 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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