Vanguard Small-Cap ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 16k | 254.28 |
| 2025-06-30 | $2.1M | 9.0k | 236.98 |
| 2025-03-31 | $1.7M | 7.7k | 221.74 |
| 2024-12-31 | $1.4M | 5.9k | 240.29 |
| 2024-09-30 | $1.1M | 4.8k | 237.19 |
| 2024-06-30 | $911k | 4.2k | 218.02 |
| 2024-03-31 | $553k | 2.4k | 228.59 |
| 2023-12-31 | $520k | 2.4k | 213.29 |
| 2023-09-30 | $444k | 2.4k | 189.05 |
| 2023-06-30 | $362k | 1.8k | 198.88 |
| 2023-03-31 | $327k | 1.7k | 189.60 |