Rockbridge Investment Management, Lcc Vanguard Transaction History
Rockbridge Investment Management, Lcc
- $933 Billion
- Q2 2025
A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 12,330 shares of VGSH stock, worth $722,538. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,330
Previous 13,635
9.57%
Holding current value
$722,538
Previous $800 Million
9.44%
% of portfolio
0.08%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding VGSH
# of Institutions
1,037Shares Held
282MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$392 Million0.06% of portfolio