Root Financial Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Root Financial Partners’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.12M	Sell	4,836 -4,180	-46%	-$1.01M	0.04%	120
2026 Q2	$2.22M	Sell	9,016 -828	-8%	-$190K	0.09%	71
2026 Q1	$2.03M	Buy	9,844 +176	+2%	+$37.7K	0.09%	63
2025 Q4	$2.02M	Buy	9,668 +123	+1%	+$25.8K	0.1%	58
2025 Q3	$2M	Buy	9,545 +1,131	+13%	+$229K	0.12%	53
2025 Q2	$1.62M	Sell	8,414 -1,116	-12%	-$198K	0.16%	53
2025 Q1	$1.64M	Hold	9,530	–	–	0.18%	44
2024 Q4	$1.81M	Buy	9,530 +7,676	+414%	+$1.48M	0.22%	36
2024 Q3	$337K	Buy	+1,854	New	+$324K	0.05%	118
2023 Q2	–	Sell	-1,690	Closed	-$237K	–	69
2023 Q1	$237K	Buy	+1,690	New	+$240K	0.17%	59

Other funds holding VXF

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return

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

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Extended Market ETF (VXF) stake by 46% in Q3 2026, selling an estimated $1.01M and leaving 4,836 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #120.

Root Financial Partners first reported a position in VXF in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.22M in Q2 2026. 443 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

Root Financial Partners held 4,836 shares of Vanguard Extended Market ETF worth $1.12M as of Q3 2026.
Root Financial Partners sold 4,180 Vanguard Extended Market ETF shares in Q3 2026, an estimated $1.01M.
Vanguard Extended Market ETF made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #120 holding.
Root Financial Partners first reported a position in Vanguard Extended Market ETF in Q1 2023 and has held it in 10 quarters since.
Root Financial Partners's Vanguard Extended Market ETF position peaked at $2.22M in Q2 2026.
443 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

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