Vanguard Personalized Indexing Management’s Root ROOT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Buy	+4,126	New	+$220K	﹤0.01%	1841
2026 Q1	–	Sell	-4,616	Closed	-$333K	–	2228
2025 Q4	$333K	Sell	4,616 -60	-1%	-$4.78K	﹤0.01%	1458
2025 Q3	$419K	Sell	4,676 -46	-1%	-$4.82K	﹤0.01%	1325
2025 Q2	$604K	Sell	4,722 -27	-0.6%	-$3.66K	0.01%	1106
2025 Q1	$634K	Sell	4,749 -274	-5%	-$31.4K	0.01%	1007
2024 Q4	$365K	Buy	+5,023	New	+$347K	0.01%	1257
2024 Q3	–	Sell	-5,930	Closed	-$306K	–	1812
2024 Q2	$306K	Buy	5,930 +2,576	+77%	+$149K	0.01%	1263
2024 Q1	$205K	Buy	+3,354	New	+$78.9K	﹤0.01%	1432

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FCM

Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Vanguard Personalized Indexing Management's ROOT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management opened a new position in Root (ROOT) in Q2 2026: 4,126 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1841 among its holdings. This is a return to the name: Vanguard Personalized Indexing Management previously reported a position in ROOT as recently as Q4 2025.

Vanguard Personalized Indexing Management first reported a position in ROOT in Q1 2024 and has held it in 8 quarters since. The position peaked at $634K in Q1 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Vanguard Personalized Indexing Management held 4,126 shares of Root worth $231K as of Q2 2026.
Root was a new Vanguard Personalized Indexing Management position in Q2 2026.
Root made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1841 holding.
Vanguard Personalized Indexing Management first reported a position in Root in Q1 2024 and has held it in 8 quarters since.
Vanguard Personalized Indexing Management's Root position peaked at $634K in Q1 2025.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.