Skip to content
Disclosery

Rockbridge Investment Management, LCC: VTV position timeline

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

Rockbridge Investment Management, LCC held 14,464 VTV 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 14,464 shares
    Change vs previous 13F -2,906 shares

    0.26% of the 13F portfolio, value $3,152,117.

    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 17,370 shares
    Change vs previous 13F +3,696 shares

    0.31% of the 13F portfolio, value $3,407,954.

    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 13,674 shares
    Change vs previous 13F -1,059 shares

    0.24% of the 13F portfolio, value $2,611,538.

    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 14,733 shares
    Change vs previous 13F +328 shares

    0.27% of the 13F portfolio, value $2,747,648.

    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 14,405 shares
    Change vs previous 13F -601 shares

    0.27% of the 13F portfolio, value $2,546,008.

    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 15,006 shares
    Change vs previous 13F +155 shares

    0.31% of the 13F portfolio, value $2,592,203.

    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 14,851 shares
    Change vs previous 13F -19 shares

    0.32% of the 13F portfolio, value $2,514,320.

    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 14,870 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,595,884.

    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).