VPIM
ROOT icon

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
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 $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return