Vanguard Mid-Cap ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.0k | 293.75 |
| 2025-06-30 | $726k | 2.6k | 279.80 |
| 2025-03-31 | $615k | 2.4k | 258.65 |
| 2024-12-31 | $488k | 1.8k | 264.15 |