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Roth Financial Partners LLC: VGIT position timeline

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

Roth Financial Partners LLC held 368,053 VGIT shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 368,053 shares
    Change vs previous 13F +33,905 shares

    6.23% of the 13F portfolio, value $20,853,972.

    13F-HR 0001840888-26-000005 filed by Roth Financial Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 334,148 shares
    Change vs previous 13F +50,965 shares

    5.86% of the 13F portfolio, value $19,708,474.

    13F-HR 0001840888-26-000003 filed by Roth 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 ended2026-03-31
    13F 283,183 shares
    Change vs previous 13F -7,537 shares

    5.76% of the 13F portfolio, value $16,863,456.

    13F-HR 0001840888-26-000002 filed by Roth 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 ended2025-12-31
    13F 290,720 shares
    Change vs previous 13F +4,642 shares

    5.75% of the 13F portfolio, value $17,422,850.

    13F-HR 0001840888-26-000001 filed by Roth 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 ended2025-09-30
    13F 286,078 shares
    Change vs previous 13F +10,640 shares

    5.79% of the 13F portfolio, value $17,173,262.

    13F-HR 0001840888-25-000010 filed by Roth 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 ended2025-06-30
    13F 275,438 shares
    Change vs previous 13F +21,975 shares

    5.94% of the 13F portfolio, value $16,473,947.

    13F-HR 0001840888-25-000004 filed by Roth 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 ended2025-03-31
    13F 253,463 shares
    Change vs previous 13F +20,925 shares

    5.95% of the 13F portfolio, value $15,055,702.

    13F-HR 0001840888-25-000003 filed by Roth 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 ended2024-12-31
    13F 232,538 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $13,487,204.

    13F-HR 0001840888-25-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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