Root Financial Partners, LLC Vanguard Small Cap ETF Transaction History

Root Financial Partners, LLC

$1.03 Trillion
Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 9,013 shares of VB stock, worth $2.33 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,013

Previous 7,683 17.31%

Holding current value

$2.33 Million

Previous $1.7 Billion 25.37%

% of portfolio

0.21%

Previous 0.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$193.73 - $237.37 $257,660 - $315,702	1,330 Added 17.31%	9,013 $2.14 Billion
Q1 2025 Apr 24, 2025	BUY	$217.89 - $252.64 $378,474 - $438,835	1,737 Added 29.21%	7,683 $1.7 Billion
Q4 2024 Jan 29, 2025	BUY	$233.76 - $261.58 $273,265 - $305,787	1,169 Added 24.47%	5,946 $1.43 Billion
Q3 2024 Oct 31, 2024	BUY	$214.77 - $237.72 $128,862 - $142,632	600 Added 14.36%	4,777 $1.13 Billion
Q2 2024 Aug 02, 2024	BUY	$210.76 - $226.94 $370,516 - $398,960	1,758 Added 72.67%	4,177 $911 Million
Q1 2024 Apr 24, 2024	SELL	$204.0 - $228.59 $3,672 - $4,114	-18 Reduced 0.74%	2,419 $553 Million
Q4 2023 Jan 29, 2024	BUY	$175.26 - $215.9 $15,247 - $18,783	87 Added 3.7%	2,437 $520 Million
Q3 2023 Oct 19, 2023	BUY	$186.24 - $208.75 $99,079 - $111,055	532 Added 29.26%	2,350 $444 Million
Q2 2023 Jul 26, 2023	BUY	$181.26 - $198.89 $16,675 - $18,297	92 Added 5.33%	1,818 $362 Million
Q1 2023 May 11, 2023	BUY	$179.51 - $208.76 $309,834 - $360,319	1,726 New	1,726 $327 Million

Others Institutions Holding VB

# of Institutions

2,405

Shares Held

167M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Root Financial Partners, LLC Vanguard Small Cap ETF Transaction History