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Disclosery

Root Financial Partners, LLC: VTV position timeline

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

Root Financial Partners, LLC held 40,369 VTV 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 40,369 shares
    Change vs previous 13F +6,938 shares

    0.34% of the 13F portfolio, value $8,797,661.

    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 33,431 shares
    Change vs previous 13F +7,652 shares

    0.3% of the 13F portfolio, value $6,559,226.

    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 25,779 shares
    Change vs previous 13F +4,883 shares

    0.25% of the 13F portfolio, value $4,923,443.

    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 20,896 shares
    Change vs previous 13F +5,514 shares

    0.24% of the 13F portfolio, value $3,896,913.

    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 15,382 shares
    Change vs previous 13F -5,896 shares

    0.26% of the 13F portfolio, value $2,718,638.

    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 21,278 shares
    Change vs previous 13F +3,046 shares

    0.39% of the 13F portfolio, value $3,677,491.

    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 18,232 shares
    Change vs previous 13F +7,919 shares

    0.38% of the 13F portfolio, value $3,086,709.

    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 10,313 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,800,313.

    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).