Rockbridge Investment Management, Lcc Vanguard Mid Cap Growth Index Transaction History

Rockbridge Investment Management, Lcc

$933 Billion
Q2 2025

A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 1,643 shares of VOT stock, worth $484,997. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,643

Previous 1,891 13.11%

Holding current value

$484,997

Previous $463 Million 1.02%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$216.28 - $284.39 $53,637 - $70,528	-248 Reduced 13.11%	1,643 $467 Million
Q1 2025 May 14, 2025	SELL	$237.72 - $276.98 $139,779 - $162,864	-588 Reduced 23.72%	1,891 $463 Million
Q3 2024 Nov 01, 2024	SELL	$218.05 - $243.47 $59,745 - $66,710	-274 Reduced 9.95%	2,479 $603 Million
Q1 2024 May 15, 2024	SELL	$212.21 - $235.79 $43,503 - $48,336	-205 Reduced 6.93%	2,753 $649 Million
Q4 2023 Feb 14, 2024	SELL	$180.9 - $221.2 $146,167 - $178,729	-808 Reduced 21.46%	2,958 $650 Million
Q3 2023 May 28, 2024	BUY	$191.65 - $213.93 $4,216 - $4,706	22 Added 0.7%	3,157 $614,000
Q2 2023 May 28, 2024	SELL	$186.22 - $205.77 $145,251 - $160,500	-780 Reduced 19.92%	3,135 $645,000
Q1 2023 May 28, 2024	SELL	$177.43 - $203.61 $78,424 - $89,995	-442 Reduced 10.14%	3,915 $762,000
Q4 2022 May 28, 2024	SELL	$165.84 - $193.83 $10,447 - $12,211	-63 Reduced 1.43%	4,357 $783,000
Q3 2022 May 28, 2024	BUY	$170.12 - $208.72 $11,398 - $13,984	67 Added 1.54%	4,420 $0
Q2 2022 May 28, 2024	BUY	$167.96 - $227.2 $98,592 - $133,366	587 Added 15.59%	4,353 $0
Q1 2022 May 28, 2024	BUY	$199.76 - $251.37 $202,356 - $254,637	1,013 Added 36.8%	3,766 $0
Q4 2021 Feb 14, 2022	BUY	$234.3 - $265.79 $234 - $265	1 Added 0.03%	3,766 $959,000
Q2 2020 Aug 20, 2020	BUY	$120.77 - $169.89 $454,699 - $639,635	3,765 New	3,765 $622,000

Others Institutions Holding VOT

# of Institutions

1,120

Shares Held

40.1M

Call Options Held

18K

Put Options Held

7.8K

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Rockbridge Investment Management, Lcc Vanguard Mid Cap Growth Index Transaction History