Vanguard Mid-Cap Value ETF shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Vanguard Mid-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap Value ETF held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap Value ETF by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 2.9k | 174.58 |
| 2025-06-30 | $476k | 2.9k | 164.46 |
| 2025-03-31 | $508k | 3.2k | 160.54 |
| 2024-12-31 | $593k | 3.7k | 161.77 |
| 2024-09-30 | $614k | 3.7k | 167.67 |
| 2024-06-30 | $645k | 4.3k | 150.43 |
| 2024-03-31 | $671k | 4.3k | 155.91 |
| 2023-12-31 | $854k | 5.9k | 145.01 |
| 2023-09-30 | $879k | 6.7k | 130.96 |
| 2023-06-30 | $928k | 6.7k | 138.38 |
| 2023-03-31 | $1.2M | 8.9k | 134.07 |
| 2022-12-31 | $1.3M | 9.5k | 135.24 |
| 2022-09-30 | $1.1M | 8.8k | 121.77 |
| 2022-06-30 | $950k | 7.3k | 129.52 |
| 2022-03-31 | $1.3M | 8.4k | 150.35 |
| 2021-12-31 | $1.1M | 7.5k | 150.39 |
| 2021-09-30 | $1.0M | 7.5k | 139.65 |
| 2021-06-30 | $976k | 6.9k | 140.49 |
| 2021-03-31 | $892k | 6.6k | 134.93 |
| 2020-12-31 | $742k | 6.2k | 118.93 |
| 2020-09-30 | $652k | 6.4k | 101.40 |
| 2020-06-30 | $615k | 6.4k | 95.65 |
More positions owned by Rockbridge Investment Management, LCC
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