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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
Q2 		$12.9M Sell
180,917
-6,067
-3% -$423K 1.05% 16
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 $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rockbridge Investment Management's VEA Position: Q2 2026 in Review

Rockbridge Investment Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.2% in Q2 2026, selling an estimated $423K and leaving 180,917 shares worth $12.9M. The position accounts for 1.05% of the portfolio, ranked #16.

Rockbridge Investment Management first reported a position in VEA in Q2 2020 and has held it in 25 quarters since. The position peaked at $20.3M in Q2 2021. 3,007 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Rockbridge Investment Management held 180,917 shares of Vanguard FTSE Developed Markets ETF worth $12.9M as of Q2 2026.
  • Rockbridge Investment Management sold 6,067 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $423K.
  • Vanguard FTSE Developed Markets ETF made up 1.05% of Rockbridge Investment Management's portfolio in Q2 2026, its #16 holding.
  • Rockbridge Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 25 quarters since.
  • Rockbridge Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $20.3M in Q2 2021.
  • 3,007 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.