Root Financial Partners, LLC Vanguard Small Cap Value ETF Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,443 shares of VBR stock, worth $501,938. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,443

Previous 4,085 40.2%

Holding current value

$501,938

Previous $797 Million 35.98%

% of portfolio

0.03%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$195.41 - $212.37 $320,863 - $348,711	-1,642 Reduced 40.2%	2,443 $510 Million
Q2 2025 Aug 11, 2025	SELL	$162.76 - $195.77 $411,457 - $494,906	-2,528 Reduced 38.23%	4,085 $797 Million
Q1 2025 Apr 24, 2025	SELL	$183.02 - $207.75 $183 - $207	-1 Reduced 0.02%	6,613 $1.23 Billion
Q4 2024 Jan 29, 2025	BUY	$197.36 - $217.3 $892,856 - $983,065	4,524 Added 216.46%	6,614 $1.31 Billion
Q3 2024 Oct 31, 2024	BUY	$179.99 - $201.6 $376,179 - $421,344	2,090 New	2,090 $420 Million

Q4 2023 Jan 29, 2024	BUY	$149.18 - $181.94 $177,971 - $217,054	1,193 New	1,193 $215 Million
Q1 2023 May 11, 2023	BUY	$150.22 - $177.69 $281,211 - $332,635	1,872 New	1,872 $297 Million

Others Institutions Holding VBR

# of Institutions

1,796

Shares Held

91.8M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
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Root Financial Partners, LLC Vanguard Small Cap Value ETF Transaction History