Root Financial Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1977181
ENCINITAS, CA
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,766,441
+$1,674,251 QoQ
Shares Held
25,834
+30.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,766,441 | 25,834 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,092,190 | 19,741 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,977,193 | 15,641 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,135,900 | 9,013 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,703,705 | 7,683 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,428,704 | 5,946 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,133,152 | 4,777 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $910,753 | 4,177 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $552,959 | 2,419 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $519,885 | 2,437 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $444,314 | 2,350 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $361,582 | 1,818 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $327,180 | 1,726 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||