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Vermillion & White Wealth Management Group’s Root ROOT Stock Holding History

Vermillion & White Wealth Management Group’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
-31
Closed -$2.24K – 419
2025
Q4 		$2.24K Hold
31
– – ﹤0.01% 490
2025
Q3 		$2.77K Hold
31
– – ﹤0.01% 481
2025
Q2 		$3.97K Sell
31
-14
-31% -$1.9K ﹤0.01% 426
2025
Q1 		$6K Buy
+45
New +$5.16K ﹤0.01% 334

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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vermillion & White Wealth Management Group's ROOT Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Root (ROOT) in Q1 2026, closing a stake of 31 shares — an estimated $2.24K sold.

Vermillion & White Wealth Management Group first reported a position in ROOT in Q1 2025 and held it in 4 quarters. The position peaked at $6K in Q1 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 31 Root shares in Q1 2026, an estimated $2.24K.
  • Vermillion & White Wealth Management Group first reported a position in Root in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Root position peaked at $6K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.