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Vanguard Small-Cap ETF shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 6.2k 213.33
2021-12-31 $12M 53k 226.01
2021-09-30 $11M 51k 218.66
2021-06-30 $12M 51k 225.28
2021-03-31 $10M 48k 214.09
2020-12-31 $9.4M 48k 194.68
2020-09-30 $7.5M 49k 153.81
2020-06-30 $7.3M 50k 145.73

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
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Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Wealthfront Advisers
Captrust Financial Advisors
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF