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
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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 |
|---|---|---|---|
| 2024-03-31 | $5.7M | 30k | 191.88 |
| 2023-12-31 | $5.5M | 30k | 179.97 |
| 2023-09-30 | $5.1M | 32k | 159.49 |
| 2023-06-30 | $5.3M | 32k | 165.40 |
| 2023-03-31 | $5.1M | 32k | 158.76 |
| 2022-12-31 | $5.2M | 33k | 158.80 |
| 2022-09-30 | $5.3M | 37k | 143.40 |
| 2022-06-30 | $5.7M | 38k | 149.82 |
| 2022-03-31 | $9.4M | 53k | 177.06 |
| 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 |
More positions owned by Rockbridge Investment Management, LCC
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