Root Financial Partners
VWO icon

Root Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Root Financial Partners’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.7M Sell
96,111
-4,693
-5% -$280K 0.19% 47
2026
Q2 		$6.02M Buy
100,804
+10,025
+11% +$589K 0.23% 38
2026
Q1 		$4.91M Buy
90,779
+20,661
+29% +$1.16M 0.23% 37
2025
Q4 		$3.77M Buy
70,118
+9,994
+17% +$543K 0.19% 41
2025
Q3 		$3.26M Buy
60,124
+9,042
+18% +$466K 0.2% 41
2025
Q2 		$2.53M Sell
51,082
-5,501
-10% -$255K 0.24% 40
2025
Q1 		$2.56M Buy
56,583
+3,663
+7% +$165K 0.27% 33
2024
Q4 		$2.33M Buy
52,920
+22,475
+74% +$1.04M 0.29% 30
2024
Q3 		$1.46M Buy
30,445
+9,459
+45% +$421K 0.23% 40
2024
Q2 		$918K Buy
20,986
+4,527
+28% +$195K 0.22% 37
2024
Q1 		$687K Sell
16,459
-1,313
-7% -$53.6K 0.2% 45
2023
Q4 		$730K Buy
17,772
+2,083
+13% +$82.6K 0.27% 39
2023
Q3 		$615K Buy
15,689
+2,705
+21% +$110K 0.33% 34
2023
Q2 		$528K Sell
12,984
-7,506
-37% -$303K 0.31% 39
2023
Q1 		$828K Buy
+20,490
New +$835K 0.59% 31

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Badgley Phelps Wealth Managers
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Root Financial Partners's VWO Position: Q3 2026 in Review

Root Financial Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.7% in Q3 2026, selling an estimated $280K and leaving 96,111 shares worth $5.7M. The position accounts for 0.19% of the portfolio, ranked #47.

Root Financial Partners first reported a position in VWO in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.02M in Q2 2026. 1,190 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Root Financial Partners held 96,111 shares of Vanguard FTSE Emerging Markets ETF worth $5.7M as of Q3 2026.
  • Root Financial Partners sold 4,693 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $280K.
  • Vanguard FTSE Emerging Markets ETF made up 0.19% of Root Financial Partners's portfolio in Q3 2026, its #47 holding.
  • Root Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 15 quarters since.
  • Root Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $6.02M in Q2 2026.
  • 1,190 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

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