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Rockbridge Investment Management, LCC: VCSH position timeline

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

Rockbridge Investment Management, LCC held 982,481 VCSH 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 982,481 shares
    Change vs previous 13F +42,000 shares

    6.31% of the 13F portfolio, value $77,645,458.

    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 940,481 shares
    Change vs previous 13F +60,764 shares

    6.7% of the 13F portfolio, value $74,551,959.

    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 879,717 shares
    Change vs previous 13F +67,374 shares

    6.52% of the 13F portfolio, value $70,139,866.

    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 812,343 shares
    Change vs previous 13F +55,676 shares

    6.41% of the 13F portfolio, value $64,930,555.

    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 756,667 shares
    Change vs previous 13F +24,316 shares

    6.45% of the 13F portfolio, value $60,155,009.

    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 732,351 shares
    Change vs previous 13F +24,993 shares

    6.84% of the 13F portfolio, value $57,811,794.

    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 707,358 shares
    Change vs previous 13F +37,976 shares

    7.07% of the 13F portfolio, value $55,181,032.

    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 669,382 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $53,162,348.

    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).