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Rockbridge Investment Management, LCC: VTEB position timeline

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

Rockbridge Investment Management, LCC held 68,689 VTEB 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 68,689 shares
    Change vs previous 13F +77 shares

    0.28% of the 13F portfolio, value $3,474,290.

    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 68,612 shares
    Change vs previous 13F +27 shares

    0.31% of the 13F portfolio, value $3,423,053.

    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 68,585 shares
    Change vs previous 13F +257 shares

    0.32% of the 13F portfolio, value $3,449,140.

    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 68,328 shares
    Change vs previous 13F +3,490 shares

    0.34% of the 13F portfolio, value $3,421,183.

    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 64,838 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $3,179,008.

    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 64,838 shares
    Change vs previous 13F +7,566 shares

    0.38% of the 13F portfolio, value $3,217,262.

    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 57,272 shares
    Change vs previous 13F -35 shares

    0.37% of the 13F portfolio, value $2,871,046.

    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 57,307 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,929,534.

    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).