Skip to content
Disclosery

Rockbridge Investment Management, LCC: VTI position timeline

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

Rockbridge Investment Management, LCC held 53,273 VTI 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 53,273 shares
    Change vs previous 13F -482 shares

    1.6% of the 13F portfolio, value $19,713,173.

    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 53,755 shares
    Change vs previous 13F -15,555 shares

    1.55% of the 13F portfolio, value $17,245,145.

    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 69,310 shares
    Change vs previous 13F -2,942 shares

    2.16% of the 13F portfolio, value $23,237,564.

    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 72,252 shares
    Change vs previous 13F +530 shares

    2.34% of the 13F portfolio, value $23,710,939.

    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 71,722 shares
    Change vs previous 13F -393 shares

    2.34% of the 13F portfolio, value $21,798,468.

    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 72,115 shares
    Change vs previous 13F -1,368 shares

    2.35% of the 13F portfolio, value $19,820,087.

    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 73,483 shares
    Change vs previous 13F -207 shares

    2.73% of the 13F portfolio, value $21,296,109.

    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 73,690 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $20,866,061.

    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).