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Rooted Wealth Advisors, Inc.: VHT position timeline

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

Rooted Wealth Advisors, Inc. held 8,420 VHT 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 8,420 shares
    Change vs previous 13F +934 shares

    0.62% of the 13F portfolio, value $2,517,545.

    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 7,486 shares
    Change vs previous 13F -1,586 shares

    0.55% of the 13F portfolio, value $2,068,106.

    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 9,072 shares
    Change vs previous 13F +2,967 shares

    0.74% of the 13F portfolio, value $2,620,584.

    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 6,105 shares
    Change vs previous 13F +527 shares

    0.5% of the 13F portfolio, value $1,645,843.

    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 5,578 shares
    Change vs previous 13F +513 shares

    0.48% of the 13F portfolio, value $1,389,694.

    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 5,065 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,240,668.

    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).