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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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Quarterly reported holdings in Vanguard Total Stock Market ETF by Root Financial Partners

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