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

Rockbridge Investment Management, Lcc

$1.01 Trillion
Q3 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 1,697 shares of VOT stock, worth $474,820. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,697

Previous 1,643 3.29%

Holding current value

$474,820

Previous $467 Million 6.7%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$282.75 - $294.19 $15,268 - $15,886	54 Added 3.29%	1,697 $499 Million
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

1,151

Shares Held

41.3M

Call Options Held

15K

Put Options Held

9.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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