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Disclosery

Root Financial Partners, LLC: VUG position timeline

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

Root Financial Partners, LLC held 725,524 VUG 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 725,524 shares
    Change vs previous 13F +603,501 shares

    2.43% of the 13F portfolio, value $62,496,668.

    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 122,023 shares
    Change vs previous 13F +23,485 shares

    2.46% of the 13F portfolio, value $53,298,334.

    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 98,538 shares
    Change vs previous 13F +23,734 shares

    2.48% of the 13F portfolio, value $48,072,691.

    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 74,804 shares
    Change vs previous 13F +28,767 shares

    2.21% of the 13F portfolio, value $35,876,567.

    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 46,037 shares
    Change vs previous 13F +19,429 shares

    1.95% of the 13F portfolio, value $20,182,742.

    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 26,608 shares
    Change vs previous 13F +16,837 shares

    1.05% of the 13F portfolio, value $9,867,518.

    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 9,771 shares
    Change vs previous 13F +5,235 shares

    0.5% of the 13F portfolio, value $4,010,216.

    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 4,536 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,741,607.

    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).