Vanguard Value ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 10k | 174.57 |
| 2024-06-30 | $1.1M | 7.0k | 160.40 |
| 2024-03-31 | $848k | 5.2k | 162.86 |
| 2023-12-31 | $900k | 6.0k | 149.50 |
| 2023-09-30 | $802k | 5.8k | 137.94 |
| 2023-06-30 | $639k | 4.5k | 142.09 |
| 2023-03-31 | $762k | 5.5k | 138.12 |