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Vanguard Wellington shares owned by Root Financial Partners

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington 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 Wellington by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 2.8k 101.93
2025-06-30 $283k 2.8k 100.93

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