Root Financial Partners, LLC
Position in VXF — Vanguard Extended Market ETF
CIK 1977181
ENCINITAS, CA
Position in VXF
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,025,895
+$4,123 QoQ
Shares Held
9,844
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,025,895 | 9,844 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,021,772 | 9,668 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,998,150 | 9,545 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,621,461 | 8,414 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,641,637 | 9,530 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,810,509 | 9,530 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $337,409 | 1,854 | Shares | Sole | 2024-11-01 | |
| 2023-03-31 | $236,938 | 1,690 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||