Rockbridge Investment Management, LCC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1821984
Syracuse, NY
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,225,810
+$308,818 QoQ
Shares Held
7,343
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#244
of 556 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,225,810 | 7,343 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,916,992 | 7,319 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,887,678 | 7,318 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,927,442 | 7,580 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,799,152 | 7,592 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,387,489 | 6,257 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,565,904 | 6,517 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,545,897 | 6,517 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,382,591 | 6,341 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,437,145 | 6,287 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,314,752 | 6,163 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,165,238 | 6,163 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $1,236,896 | 6,219 | Shares | Sole | 2024-05-28 | |
| 2023-03-31 | $1,174,703 | 6,197 | Shares | Sole | 2024-05-28 | |
| 2022-12-31 | $1,138,498 | 6,203 | Shares | Sole | 2024-05-28 | |
| 2022-09-30 | $1,103,736 | 6,458 | Shares | Sole | 2024-05-28 | |
| 2022-06-30 | $1,074,447 | 6,101 | Shares | Sole | 2024-05-28 | |
| 2022-03-31 | $6,007,302 | 28,267 | Shares | Sole | 2024-05-28 | |
| 2021-12-31 | $11,935,136 | 52,808 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,083,288 | 50,685 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,535,912 | 51,207 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $10,303,670 | 48,130 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $9,364,886 | 48,104 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $7,481,601 | 48,645 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,290,663 | 50,032 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||