Vanguard Small-Cap Value ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $510k | 2.4k | 208.75 |
| 2025-06-30 | $797k | 4.1k | 195.00 |
| 2025-03-31 | $1.2M | 6.6k | 186.56 |
| 2024-12-31 | $1.3M | 6.6k | 198.17 |
| 2024-09-30 | $420k | 2.1k | 200.82 |
| 2023-12-31 | $215k | 1.2k | 179.96 |
| 2023-03-31 | $297k | 1.9k | 158.79 |