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Root Financial Partners »

Vanguard Large-Cap ETF shares owned by Root Financial Partners

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap 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 Large-Cap ETF by Root Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$956k	3.0k	314.75
2025-09-30	$902k	2.9k	307.81
2025-06-30	$287k	1.0k	285.30

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Dimensional U.s. Small Cap Etf Etf (DFAS)

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View all positions for Root Financial Partners

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