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Rockbridge Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Rockbridge Investment Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Buy
186,984
+9,346
+5% +$617K 1.08% 15
2025
Q4 		$11.1M Sell
177,638
-364
-0.2% -$22.3K 1.03% 15
2025
Q3 		$10.7M Sell
178,002
-4,322
-2% -$252K 1.05% 16
2025
Q2 		$10.4M Buy
182,324
+1,399
+0.8% +$74.9K 1.11% 16
2025
Q1 		$9.2M Sell
180,925
-2,072
-1% -$105K 1.09% 16
2024
Q4 		$8.75M Sell
182,997
-7,593
-4% -$381K 1.12% 17
2024
Q3 		$10.1M Sell
190,590
-255
-0.1% -$13K 1.3% 18
2024
Q2 		$9.43M Sell
190,845
-1,481
-0.8% -$73.7K 1.34% 17
2024
Q1 		$9.65M Sell
192,326
-3,911
-2% -$189K 1.41% 16
2023
Q4 		$9.4M Buy
196,237
+920
+0.5% +$41.2K 1.44% 16
2023
Q3 		$8.54M Buy
195,317
+665
+0.3% +$30.4K 1.51% 16
2023
Q2 		$8.99M Sell
194,652
-4,009
-2% -$184K 1.58% 17
2023
Q1 		$8.97M Sell
198,661
-6,316
-3% -$281K 1.65% 17
2022
Q4 		$8.6M Sell
204,977
-7,091
-3% -$287K 1.74% 16
2022
Q3 		$7.71M Sell
212,068
-4,461
-2% -$182K 1.82% 13
2022
Q2 		$8.83M Sell
216,529
-171,520
-44% -$7.62M 1.92% 13
2022
Q1 		$18.8M Sell
388,049
-4,657
-1% -$227K 2.89% 8
2021
Q4 		$20.1M Buy
392,706
+4,438
+1% +$228K 2.95% 8
2021
Q3 		$19.6M Sell
388,268
-4,983
-1% -$259K 3.24% 6
2021
Q2 		$20.3M Sell
393,251
-2,085
-0.5% -$108K 3.43% 5
2021
Q1 		$19.4M Sell
395,336
-15,144
-4% -$740K 3.67% 5
2020
Q4 		$19.4M Sell
410,480
-3,808
-0.9% -$168K 3.96% 5
2020
Q3 		$16.9M Sell
414,288
-7,270
-2% -$298K 4.02% 5
2020
Q2 		$16.4M Buy
+421,558
New +$15.4M 4.24% 5

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Rockbridge Investment Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.3% in Q1 2026, buying an estimated $617K and bringing the position to 186,984 shares worth $12M. The position accounts for 1.08% of the portfolio, ranked #15.

Rockbridge Investment Management first reported a position in VEA in Q2 2020 and has held it in 24 quarters since. The position peaked at $20.3M in Q2 2021. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Rockbridge Investment Management held 186,984 shares of Vanguard FTSE Developed Markets ETF worth $12M as of Q1 2026.
  • Rockbridge Investment Management bought 9,346 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $617K.
  • Vanguard FTSE Developed Markets ETF made up 1.08% of Rockbridge Investment Management's portfolio in Q1 2026, its #15 holding.
  • Rockbridge Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $20.3M in Q2 2021.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

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