Vanguard Total Stock Market ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Vanguard Total Stock Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Total Stock Market ETF held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $15M | 54k | 283.16 |
2024-06-30 | $11M | 42k | 267.51 |
2024-03-31 | $8.0M | 31k | 259.90 |
2023-12-31 | $6.2M | 26k | 237.22 |
2023-09-30 | $4.0M | 19k | 212.41 |
2023-06-30 | $3.2M | 14k | 220.28 |
2023-03-31 | $2.7M | 13k | 204.11 |
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