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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Value ETF by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 21k | 186.49 |
| 2025-06-30 | $2.7M | 15k | 176.74 |
| 2025-03-31 | $3.7M | 21k | 172.83 |
| 2024-12-31 | $3.1M | 18k | 169.30 |
| 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 |