Rockbridge Investment Management, LCC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1821984
Syracuse, NY
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$832,429
+$73,483 QoQ
Shares Held
3,518
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#376
of 591 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,429 | 3,518 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $758,946 | 3,529 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $773,186 | 3,518 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $759,149 | 3,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $720,029 | 3,518 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $690,798 | 3,561 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $688,929 | 3,518 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $696,775 | 3,518 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $647,504 | 3,547 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $641,508 | 3,513 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $598,615 | 3,513 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $545,849 | 3,513 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $570,616 | 3,513 | Shares | Sole | 2024-05-28 | |
| 2023-03-31 | $541,037 | 3,513 | Shares | Sole | 2024-05-28 | |
| 2022-12-31 | $494,271 | 3,255 | Shares | Sole | 2024-05-28 | |
| 2022-09-30 | $459,408 | 3,399 | Shares | Sole | 2024-05-28 | |
| 2022-06-30 | $466,994 | 3,255 | Shares | Sole | 2024-05-28 | |
| 2022-03-31 | $618,316 | 3,813 | Shares | Sole | 2024-05-28 | |
| 2021-12-31 | $758,791 | 4,418 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $675,379 | 4,397 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $680,611 | 4,397 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $650,240 | 4,421 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $538,704 | 3,816 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $490,966 | 3,816 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $447,158 | 3,816 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||