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Root Financial Partners’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Root Financial Partners’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-175
Closed -$11.5K – 3139
2026
Q1 		$11.5K Sell
175
-5
-3% -$336 ﹤0.01% 1610
2025
Q4 		$12.2K Sell
180
-47
-21% -$3.17K ﹤0.01% 1419
2025
Q3 		$15.2K Buy
+227
New +$15K ﹤0.01% 1255

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Root Financial Partners sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q2 2026, closing a stake of 175 shares — an estimated $11.5K sold.

Root Financial Partners first reported a position in VWOB in Q3 2025 and held it in 3 quarters. The position peaked at $15.2K in Q3 2025. 458 funds tracked by Wall St. Rank hold VWOB as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 175 Vanguard Emerging Markets Government Bond ETF shares in Q2 2026, an estimated $11.5K.
  • Root Financial Partners first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vanguard Emerging Markets Government Bond ETF position peaked at $15.2K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q2 2026.

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