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Rockbridge Investment Management, LCC: VWO position timeline

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

Rockbridge Investment Management, LCC held 127,189 VWO 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 127,189 shares
    Change vs previous 13F -2,130 shares

    0.62% of the 13F portfolio, value $7,591,897.

    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 129,319 shares
    Change vs previous 13F +1,099 shares

    0.63% of the 13F portfolio, value $6,989,713.

    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 128,220 shares
    Change vs previous 13F -2,230 shares

    0.64% of the 13F portfolio, value $6,893,128.

    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 130,450 shares
    Change vs previous 13F -3,683 shares

    0.7% of the 13F portfolio, value $7,067,795.

    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 134,133 shares
    Change vs previous 13F -1,780 shares

    0.71% of the 13F portfolio, value $6,634,200.

    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 135,913 shares
    Change vs previous 13F -342 shares

    0.73% of the 13F portfolio, value $6,151,411.

    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 136,255 shares
    Change vs previous 13F -3,973 shares

    0.77% of the 13F portfolio, value $6,000,689.

    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 140,228 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $6,709,914.

    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).