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Rockbridge Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History

Rockbridge Investment Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$598K Buy
2,000
+662
+49% +$207K 0.05% 84
2025
Q4 		$421K Sell
1,338
-328
-20% -$102K 0.04% 96
2025
Q3 		$513K Hold
1,666
– – 0.05% 88
2025
Q2 		$475K Buy
1,666
+27
+2% +$7.11K 0.05% 91
2025
Q1 		$421K Sell
1,639
-17
-1% -$4.61K 0.05% 93
2024
Q4 		$447K Buy
1,656
+15
+0.9% +$4.06K 0.06% 92
2024
Q3 		$432K Sell
1,641
-223
-12% -$56.6K 0.06% 89
2024
Q2 		$465K Hold
1,864
– – 0.07% 80
2024
Q1 		$447K Sell
1,864
-797
-30% -$182K 0.07% 80
2023
Q4 		$580K Hold
2,661
– – 0.09% 68
2023
Q3 		$521K Sell
2,661
-126
-5% -$25.7K 0.09% 69
2023
Q2 		$565K Buy
2,787
+13
+0.5% +$2.49K 0.1% 66
2023
Q1 		$518K Buy
2,774
+8
+0.3% +$1.46K 0.1% 67
2022
Q4 		$482K Buy
2,766
+10
+0.4% +$1.75K 0.1% 70
2022
Q3 		$451K Buy
2,756
+5
+0.2% +$909 0.11% 67
2022
Q2 		$474K Sell
2,751
-1,533
-36% -$288K 0.1% 63
2022
Q1 		$896K Sell
4,284
-111
-3% -$22.8K 0.14% 71
2021
Q4 		$971K Buy
4,395
+2,234
+103% +$479K 0.14% 70
2021
Q3 		$434K Buy
2,161
+1
+0% +$207 0.07% 106
2021
Q2 		$434K Sell
2,160
-53
-2% -$10.3K 0.07% 105
2021
Q1 		$410K Buy
2,213
+193
+10% +$35K 0.08% 103
2020
Q4 		$355K Buy
2,020
+2
+0.1% +$332 0.07% 109
2020
Q3 		$316K Sell
2,018
-339
-14% -$52.3K 0.07% 109
2020
Q2 		$337K Buy
+2,357
New +$319K 0.09% 95

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rockbridge Investment Management's VV Position: Q1 2026 in Review

Rockbridge Investment Management increased its Vanguard Large-Cap ETF (VV) stake by 49% in Q1 2026, buying an estimated $207K and bringing the position to 2,000 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #84.

Rockbridge Investment Management first reported a position in VV in Q2 2020 and has held it in 24 quarters since. The position peaked at $971K in Q4 2021. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Rockbridge Investment Management held 2,000 shares of Vanguard Large-Cap ETF worth $598K as of Q1 2026.
  • Rockbridge Investment Management bought 662 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $207K.
  • Vanguard Large-Cap ETF made up 0.05% of Rockbridge Investment Management's portfolio in Q1 2026, its #84 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Large-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Vanguard Large-Cap ETF position peaked at $971K in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.