A detailed history of Root Financial Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 15,793 shares of VOO stock, worth $9.76 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
15,793
Previous 10,483 50.65%
Holding current value
$9.76 Million
Previous $5.95 Billion 62.42%
% of portfolio
0.6%
Previous 0.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$567.77 - $614.76 $3.01 Million - $3.26 Million
5,310 Added 50.65%
15,793 $9.67 Billion
Q2 2025

Aug 11, 2025

SELL
$456.74 - $568.03 $433,903 - $539,628
-950 Reduced 8.31%
10,483 $5.95 Billion
Q1 2025

Apr 24, 2025

BUY
$507.05 - $563.67 $1.6 Million - $1.78 Million
3,155 Added 38.11%
11,433 $5.88 Billion
Q4 2024

Jan 29, 2025

BUY
$521.84 - $558.82 $640,297 - $685,672
1,227 Added 17.4%
8,278 $4.46 Billion
Q3 2024

Oct 31, 2024

BUY
$475.2 - $527.7 $196,257 - $217,940
413 Added 6.22%
7,051 $3.72 Billion
Q2 2024

Aug 02, 2024

SELL
$455.1 - $504.28 $680,829 - $754,402
-1,496 Reduced 18.39%
6,638 $3.32 Billion
Q1 2024

Apr 24, 2024

BUY
$429.43 - $481.35 $2.77 Million - $3.11 Million
6,451 Added 383.3%
8,134 $3.91 Billion
Q4 2023

Jan 29, 2024

BUY
$377.32 - $438.19 $177,340 - $205,949
470 Added 38.75%
1,683 $735 Million
Q3 2023

Oct 19, 2023

BUY
$392.7 - $420.68 $2,748 - $2,944
7 Added 0.58%
1,213 $476 Million
Q2 2023

Jul 26, 2023

SELL
$371.44 - $407.28 $133,718 - $146,620
-360 Reduced 22.99%
1,206 $491 Million
Q1 2023

May 11, 2023

BUY
$348.66 - $382.94 $546,001 - $599,684
1,566 New
1,566 $589 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.