Root Financial Partners’s Vanguard Total International Stock ETF VXUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6M	Sell	147,074 -6,255	-4%	-$524K	0.49%	22
2026 Q1	$11.8M	Sell	153,329 -2,608	-2%	-$207K	0.55%	22
2025 Q4	$11.8M	Sell	155,937 -5,318	-3%	-$397K	0.6%	22
2025 Q3	$11.8M	Sell	161,255 -3,466	-2%	-$246K	0.73%	21
2025 Q2	$11.4M	Sell	164,721 -9,812	-6%	-$637K	1.1%	19
2025 Q1	$10.8M	Sell	174,533 -4,023	-2%	-$249K	1.16%	17
2024 Q4	$10.5M	Buy	178,556 +98,823	+124%	+$6.12M	1.3%	16
2024 Q3	$5.16M	Buy	79,733 +22,088	+38%	+$1.37M	0.83%	18
2024 Q2	$3.48M	Buy	57,645 +7,022	+14%	+$424K	0.81%	16
2024 Q1	$3.05M	Buy	50,623 +4,056	+9%	+$236K	0.91%	18
2023 Q4	$2.7M	Buy	46,567 +9,026	+24%	+$493K	1.01%	16
2023 Q3	$2.01M	Buy	37,541 +13,291	+55%	+$742K	1.06%	16
2023 Q2	$1.36M	Buy	24,250 +3,468	+17%	+$194K	0.81%	18
2023 Q1	$1.15M	Buy	+20,782	New	+$1.14M	0.82%	23

Other funds holding VXUS

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Total International Stock ETF (VXUS) stake by 4.1% in Q2 2026, selling an estimated $524K and leaving 147,074 shares worth $12.6M. The position accounts for 0.49% of the portfolio, ranked #22.

Root Financial Partners first reported a position in VXUS in Q1 2023 and has held it in 14 quarters since. 1,842 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

Root Financial Partners held 147,074 shares of Vanguard Total International Stock ETF worth $12.6M as of Q2 2026.
Root Financial Partners sold 6,255 Vanguard Total International Stock ETF shares in Q2 2026, an estimated $524K.
Vanguard Total International Stock ETF made up 0.49% of Root Financial Partners's portfolio in Q2 2026, its #22 holding.
Root Financial Partners first reported a position in Vanguard Total International Stock ETF in Q1 2023 and has held it in 14 quarters since.
1,842 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

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