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 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

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 29% in Q1 2026, buying an estimated $1.16M and bringing the position to 90,779 shares worth $4.91M. The position accounts for 0.23% of the portfolio, ranked #37.

Root Financial Partners first reported a position in VWO in Q1 2023 and has held it in 13 quarters since. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Root Financial Partners held 90,779 shares of Vanguard FTSE Emerging Markets ETF worth $4.91M as of Q1 2026.
Root Financial Partners bought 20,661 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $1.16M.
Vanguard FTSE Emerging Markets ETF made up 0.23% of Root Financial Partners's portfolio in Q1 2026, its #37 holding.
Root Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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