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 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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Total International Stock ETF (VXUS) stake by 1.7% in Q1 2026, selling an estimated $207K and leaving 153,329 shares worth $11.8M. The position accounts for 0.55% of the portfolio, ranked #22.

Root Financial Partners first reported a position in VXUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.8M in Q3 2025. 1,713 funds tracked by Wall St. Rank hold VXUS as of Q1 2026.

Root Financial Partners held 153,329 shares of Vanguard Total International Stock ETF worth $11.8M as of Q1 2026.
Root Financial Partners sold 2,608 Vanguard Total International Stock ETF shares in Q1 2026, an estimated $207K.
Vanguard Total International Stock ETF made up 0.55% of Root Financial Partners's portfolio in Q1 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 13 quarters since.
Root Financial Partners's Vanguard Total International Stock ETF position peaked at $11.8M in Q3 2025.
1,713 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2026.

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