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Rooted Wealth Advisors, Inc.: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rooted Wealth Advisors, Inc. on VCIT, newest first. How the timeline and the estimate are built.

Rooted Wealth Advisors, Inc. held 10,465 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,465 shares
    Change vs previous 13F -50,378 shares

    0.21% of the 13F portfolio, value $864,923.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 60,843 shares
    Change vs previous 13F +1,301 shares

    1.34% of the 13F portfolio, value $5,080,354.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 59,542 shares
    Change vs previous 13F +5,912 shares

    1.4% of the 13F portfolio, value $4,972,374.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 53,630 shares
    Change vs previous 13F +3,538 shares

    1.37% of the 13F portfolio, value $4,508,163.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 50,092 shares
    Change vs previous 13F +3,164 shares

    1.42% of the 13F portfolio, value $4,108,574.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 46,928 shares
    Change vs previous 13F +4,673 shares

    1.65% of the 13F portfolio, value $3,838,235.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 42,255 shares
    Change vs previous 13F +9,193 shares

    1.32% of the 13F portfolio, value $3,372,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    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 33,062 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,727,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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