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 Q2	$1.03M	Sell	3,008 -2	-0.1%	-$667	0.04%	121
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.07% in Q2 2026, selling an estimated $667 and leaving 3,008 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #121.

Root Financial Partners first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Root Financial Partners held 3,008 shares of Vanguard Morningstar Large-Cap ETF worth $1.03M as of Q2 2026.
Root Financial Partners sold 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #121 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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