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R. W. Roge & Company, Inc. - Ron Rogé

25 Followers

R. W. Roge & Company, Inc. Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2026

R. W. Roge & Company, Inc. Portfolio Activity

VOOVanguard S&P 500 ETF		AddedGeneral$646.09($593.03-$699.15)+0.11%37.35M15.59%
VUGVanguard Growth ETF		ReducedGeneral$81.30($71.99-$90.60)-1.13%32.48M13.57%
VTVVanguard Value ETF		AddedGeneral$208.56($194.96-$222.16)+0.61%22.68M9.44%
VGITVanguard Intermediate-Term Treasury ETF		AddedGeneral$59.09($58.37-$59.82)+4.71%17.65M7.28%
GLDMSPDR Gold MiniShares Trust		AddedGeneral$87.50($78.33-$96.68)+2.76%11.73M4.91%
SCHXSchwab U.S. Large-Cap ETF		ReducedGeneral$27.69($25.43-$29.95)-0.23%10.86M4.53%
VPLSVanguard Core Plus Bond ETF		AddedGeneral$77.34($76.43-$78.25)+18.79%9.89M4.07%
DFAIDimensional International Core Equity Market ETF		ReducedGeneral$40.59($38.68-$42.50)-0.32%7.17M2.99%
DEXCDimensional Emerging Markets ex China Core Equity ETF		ReducedGeneral$74.97($63.26-$86.67)-0.25%6.98M2.90%
VTIVanguard Total Stock Market ETF		ReducedGeneral$346.46($318.23-$374.70)-0.03%6.49M2.71%

Measured Performance

R. W. Roge & Company, Inc.Average Hedge Fund PortfolioS&P 5000%50%100%150%2019202120222023202420252026
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R. W. Roge & Company, Inc. activity FAQ

What is R. W. Roge & Company, Inc.’s portfolio gain since Dec 2019?
R. W. Roge & Company, Inc.’s portfolio gain since Dec 2019 was 95.75%.
What is R. W. Roge & Company, Inc.’s Sharpe Ratio?
R. W. Roge & Company, Inc.’s Sharpe Ratio is 2.44.
What is R. W. Roge & Company, Inc.’s portfolio value?
R. W. Roge & Company, Inc.’s portfolio value is $239.05M.
What is R. W. Roge & Company, Inc.’s average return since the fund’s last 13F filing?
R. W. Roge & Company, Inc.’s average return since the fund’s last 13F filing is 0.13%.
What was R. W. Roge & Company, Inc.’s average return in the last 12 months?
R. W. Roge & Company, Inc.’s average return in the last 12 months was 6.21%.
What was R. W. Roge & Company, Inc.’s average return in the last 3 years?
R. W. Roge & Company, Inc.’s average return in the last 3 years was 14.01%.
When was the most recent 13F form submitted by R. W. Roge & Company, Inc.?
R. W. Roge & Company, Inc.'s most recent 13F form was submitted on Jun 30, 2026.
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TipRanks & Hedge Funds: TipRanks measures the performance of Ron Rogé and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.