Vanguard Small-Cap Value ETF shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $551k | 2.6k | 211.15 |
| 2025-06-30 | $479k | 2.4k | 201.16 |
| 2025-03-31 | $363k | 2.1k | 169.13 |
| 2024-12-31 | $428k | 2.2k | 198.52 |
| 2024-09-30 | $428k | 2.2k | 198.24 |
| 2024-06-30 | $422k | 2.2k | 192.61 |
| 2024-03-31 | $426k | 2.3k | 187.42 |
| 2023-12-31 | $384k | 2.2k | 175.26 |
| 2023-09-30 | $348k | 2.1k | 163.38 |
| 2023-06-30 | $312k | 1.9k | 164.38 |
| 2023-03-31 | $286k | 1.8k | 156.88 |
| 2022-12-31 | $254k | 1.6k | 158.75 |