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Vanguard Small-Cap Growth ETF shares owned by Root Financial Partners

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth 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 Small-Cap Growth ETF by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 907 302.25
2025-09-30 $166k 559 297.62

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Nvidia Corporation Stock (NVDA)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Apple Stock (AAPL)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Vanguard Small-Cap Growth ETF

Assetmark
CI Private Wealth
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Wells Fargo & Company
EP Wealth Advisors
UBS Group
Pnc Financial Services
Cohen Klingenstein
Mather Group
Jones Financial Companies, L.L
Envestnet Asset Management
Rsm Us Wealth Management
Raymond James Financial
Moneta Group Investment Advisors

View all funds holding Vanguard Small-Cap Growth ETF