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Vanguard Short-Term Bond ETF shares owned by Root Financial Partners

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 26k 78.91
2025-06-30 $1.4M 18k 78.70
2025-03-31 $1.5M 20k 78.28
2024-12-31 $1.3M 16k 77.27
2024-09-30 $799k 10k 78.69
2024-06-30 $404k 5.3k 76.70