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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Extended Market ETF (VXF) stake by 8.4% in Q2 2026, selling an estimated $190K and leaving 9,016 shares worth $2.22M. The position accounts for 0.09% of the portfolio, ranked #71.

Root Financial Partners first reported a position in VXF in Q1 2023 and has held it in 9 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Root Financial Partners held 9,016 shares of Vanguard Extended Market ETF worth $2.22M as of Q2 2026.
Root Financial Partners sold 828 Vanguard Extended Market ETF shares in Q2 2026, an estimated $190K.
Vanguard Extended Market ETF made up 0.09% of Root Financial Partners's portfolio in Q2 2026, its #71 holding.
Root Financial Partners first reported a position in Vanguard Extended Market ETF in Q1 2023 and has held it in 9 quarters since.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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