Rockbridge Investment Management, LCC »

Vanguard Mortgage Bkd Sects ETF shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Vanguard Mortgage Bkd Sects ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mortgage Bkd Sects ETF held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 93k 46.36
2021-12-31 $3.3M 63k 52.84
2021-09-30 $3.3M 63k 53.28
2021-06-30 $3.2M 61k 53.38
2021-03-31 $2.9M 54k 53.37
2020-12-31 $2.4M 45k 54.06
2020-09-30 $2.4M 45k 54.27
2020-06-30 $2.3M 43k 54.38

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 Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Assetmark
Stifel Financial
Envestnet Portfolio Solutions
Mather Group
Lincoln National
Charles Schwab Investment Management
AE Wealth Management
Advisor Group Holdings
Raymond James & Associates
Acropolis Investment Management
Relative Value Partners

View all funds holding Vanguard Mortgage Bkd Sects ETF