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Root Financial Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Root Financial Partners’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$899K Sell
3,010
-26
-0.9% -$8.13K 0.04% 111
2025
Q4 		$956K Buy
3,036
+106
+4% +$33.1K 0.05% 101
2025
Q3 		$902K Buy
2,930
+1,924
+191% +$570K 0.06% 91
2025
Q2 		$287K Buy
+1,006
New +$265K 0.03% 185

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Large-Cap ETF (VV) stake by 0.86% in Q1 2026, selling an estimated $8.13K and leaving 3,010 shares worth $899K. The position accounts for 0.04% of the portfolio, ranked #111.

Root Financial Partners first reported a position in VV in Q2 2025 and has held it in 4 quarters since. The position peaked at $956K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Root Financial Partners held 3,010 shares of Vanguard Large-Cap ETF worth $899K as of Q1 2026.
  • Root Financial Partners sold 26 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $8.13K.
  • Vanguard Large-Cap ETF made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #111 holding.
  • Root Financial Partners first reported a position in Vanguard Large-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vanguard Large-Cap ETF position peaked at $956K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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