Vanguard S&p 500 Etf idx shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 82k | 615.30 |
| 2025-06-30 | $46M | 81k | 573.22 |
| 2025-03-31 | $36M | 77k | 465.52 |
| 2024-12-31 | $41M | 76k | 541.42 |
| 2024-09-30 | $39M | 75k | 521.91 |
| 2024-06-30 | $38M | 75k | 507.95 |
| 2024-03-31 | $33M | 69k | 476.93 |
| 2023-12-31 | $31M | 67k | 454.02 |
| 2023-09-30 | $24M | 59k | 414.31 |
| 2023-06-30 | $21M | 52k | 407.14 |
| 2023-03-31 | $3.0M | 8.0k | 378.98 |
| 2022-12-31 | $1.5M | 4.4k | 351.25 |