Vanguard Growth ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 75k | 479.61 |
| 2025-06-30 | $20M | 46k | 438.40 |
| 2025-03-31 | $9.9M | 27k | 370.85 |
| 2024-12-31 | $4.0M | 9.8k | 410.42 |
| 2024-09-30 | $1.7M | 4.5k | 383.95 |
| 2024-06-30 | $610k | 1.6k | 374.05 |
| 2024-03-31 | $662k | 1.9k | 344.21 |
| 2023-12-31 | $244k | 785 | 310.88 |
| 2023-06-30 | $201k | 709 | 282.91 |