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Disclosery

Root Financial Partners, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Root Financial Partners, LLC on VTI, newest first. How the timeline and the estimate are built.

Root Financial Partners, LLC held 122,124 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,124 shares
    Change vs previous 13F +2,928 shares

    1.76% of the 13F portfolio, value $45,190,931.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,196 shares
    Change vs previous 13F +23,331 shares

    1.77% of the 13F portfolio, value $38,239,179.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,865 shares
    Change vs previous 13F +1,136 shares

    1.66% of the 13F portfolio, value $32,140,725.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 94,729 shares
    Change vs previous 13F +26,086 shares

    1.92% of the 13F portfolio, value $31,087,115.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 68,643 shares
    Change vs previous 13F -9,715 shares

    2.02% of the 13F portfolio, value $20,862,575.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 78,358 shares
    Change vs previous 13F +5,866 shares

    2.3% of the 13F portfolio, value $21,542,778.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 72,492 shares
    Change vs previous 13F +18,366 shares

    2.6% of the 13F portfolio, value $21,008,841.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,126 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $15,326,221.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).