Vanguard S&p 500 Etf idx shares owned by Root Financial Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx 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 S&p 500 Etf idx by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $10M | 16k | 627.14 |
| 2025-09-30 | $9.7M | 16k | 612.38 |
| 2025-06-30 | $6.0M | 11k | 568.01 |
| 2025-03-31 | $5.9M | 11k | 513.99 |
| 2024-12-31 | $4.5M | 8.3k | 538.80 |
| 2024-09-30 | $3.7M | 7.1k | 527.66 |
| 2024-06-30 | $3.3M | 6.6k | 500.16 |
| 2024-03-31 | $3.9M | 8.1k | 480.70 |
| 2023-12-31 | $735k | 1.7k | 436.73 |
| 2023-09-30 | $476k | 1.2k | 392.76 |
| 2023-06-30 | $491k | 1.2k | 407.14 |
| 2023-03-31 | $589k | 1.6k | 375.96 |