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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value 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 Value ETF by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 30k 179.97
2021-12-31 $9.6M 54k 178.85
2021-09-30 $7.4M 44k 169.26
2021-06-30 $7.6M 44k 173.66
2021-03-31 $7.7M 46k 165.62
2020-12-31 $7.0M 49k 142.22
2020-09-30 $5.7M 51k 110.63
2020-06-30 $5.6M 52k 106.91