Rockwood Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Rockwood Wealth 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	$350K	Buy	+4,917	New	+$342K	0.02%	98
2026 Q1	–	Sell	-3,436	Closed	-$215K	–	125
2025 Q4	$215K	Buy	+3,436	New	+$210K	0.02%	109
2022 Q3	–	Sell	-5,632	Closed	-$230K	–	79
2022 Q2	$230K	Buy	5,632 +432	+8%	+$19.2K	0.11%	63
2022 Q1	$250K	Sell	5,200 -186	-3%	-$9.05K	0.12%	67
2021 Q4	$275K	Buy	+5,386	New	+$277K	0.12%	96

Other funds holding VEA

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Rockwood Wealth Management's VEA Position: Q2 2026 in Review

Rockwood Wealth Management opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q2 2026: 4,917 shares worth $350K. The stake represents 0.02% of the portfolio and ranks #98 among its holdings. This is a return to the name: Rockwood Wealth Management previously reported a position in VEA as recently as Q4 2025.

Rockwood Wealth Management first reported a position in VEA in Q4 2021 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Rockwood Wealth Management held 4,917 shares of Vanguard FTSE Developed Markets ETF worth $350K as of Q2 2026.
Vanguard FTSE Developed Markets ETF was a new Rockwood Wealth Management position in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #98 holding.
Rockwood Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 5 quarters since.
1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.