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Rockbridge Investment Management, LCC: VTWO position timeline

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

Rockbridge Investment Management, LCC held 121,911 VTWO 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 121,911 shares
    Change vs previous 13F +6,987 shares

    1.2% of the 13F portfolio, value $14,802,376.

    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 114,924 shares
    Change vs previous 13F +13,393 shares

    1.03% of the 13F portfolio, value $11,511,943.

    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 101,531 shares
    Change vs previous 13F +18,409 shares

    0.94% of the 13F portfolio, value $10,104,369.

    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 83,122 shares
    Change vs previous 13F +10,024 shares

    0.8% of the 13F portfolio, value $8,130,996.

    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 73,098 shares
    Change vs previous 13F +14,450 shares

    0.68% of the 13F portfolio, value $6,375,608.

    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 58,648 shares
    Change vs previous 13F +9,437 shares

    0.56% of the 13F portfolio, value $4,729,962.

    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 49,211 shares
    Change vs previous 13F +16,094 shares

    0.56% of the 13F portfolio, value $4,396,019.

    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 33,117 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,959,336.

    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).