Root Financial Partners’s Vanguard Morningstar 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 Q3	$962K	Sell	2,735 -273	-9%	-$95.6K	0.03%	143
2026 Q2	$1.03M	Sell	3,008 -2	-0.1%	-$667	0.04%	121
2026 Q1	$899K	Sell	3,010 -26	-0.9%	-$8.14K	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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Hurlow Wealth Management Group Bloomington, Indiana $480M AUM 12.37% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 9.1% in Q3 2026, selling an estimated $95.6K and leaving 2,735 shares worth $962K. The position accounts for 0.03% of the portfolio, ranked #143.

Root Financial Partners first reported a position in VV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q2 2026. 655 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Root Financial Partners held 2,735 shares of Vanguard Morningstar Large-Cap ETF worth $962K as of Q3 2026.
Root Financial Partners sold 273 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $95.6K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #143 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Root Financial Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.03M in Q2 2026.
655 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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