Root Financial Partners, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1977181
ENCINITAS, CA
Position in VEA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$9,642,053
+$3,563,535 QoQ
Shares Held
150,469
+54.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.80%
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 VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,642,053 | 150,469 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,078,518 | 97,303 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,585,917 | 76,534 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,046,145 | 35,891 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,855,854 | 36,511 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,805,157 | 37,749 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,766,758 | 33,455 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,052,003 | 21,287 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $938,329 | 18,703 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $775,213 | 16,184 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $577,628 | 13,212 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $748,254 | 16,203 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,578,962 | 34,956 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||