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Rockbridge Investment Management, LCC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockbridge Investment Management, LCC on VBR, newest first. How the timeline and the estimate are built.

Rockbridge Investment Management, LCC held 17,588 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,588 shares
    Change vs previous 13F -412 shares

    0.35% of the 13F portfolio, value $4,273,752.

    13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,000 shares
    Change vs previous 13F -2,374 shares

    0.35% of the 13F portfolio, value $3,910,519.

    13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,374 shares
    Change vs previous 13F -3,338 shares

    0.4% of the 13F portfolio, value $4,314,980.

    13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,712 shares
    Change vs previous 13F -345 shares

    0.49% of the 13F portfolio, value $4,949,018.

    13F-HR 0001214659-25-016284 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,057 shares
    Change vs previous 13F -177 shares

    0.5% of the 13F portfolio, value $4,691,412.

    13F-HR 0001214659-25-011791 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,234 shares
    Change vs previous 13F -1,162 shares

    0.53% of the 13F portfolio, value $4,514,605.

    13F-HR 0001214659-25-007589 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,396 shares
    Change vs previous 13F -2,367 shares

    0.65% of the 13F portfolio, value $5,033,030.

    13F-HR 0001214659-25-002433 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,763 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,574,340.

    13F-HR 0001214659-24-018259 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).