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Rockwood Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rockwood Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.96M Buy
18,804
+710
+4% +$254K 0.44% 15
2026
Q1 		$5.8M Buy
18,094
+1,021
+6% +$343K 0.42% 15
2025
Q4 		$5.72M Sell
17,073
-99
-0.6% -$32.9K 0.43% 15
2025
Q3 		$5.64M Buy
17,172
+45
+0.3% +$14.2K 0.45% 15
2025
Q2 		$5.21M Buy
17,127
+1,040
+6% +$293K 0.46% 17
2025
Q1 		$4.42M Sell
16,087
-2,172
-12% -$631K 0.45% 17
2024
Q4 		$5.31M Buy
18,259
+817
+5% +$238K 0.57% 14
2024
Q3 		$4.94M Buy
17,442
+560
+3% +$153K 0.54% 17
2024
Q2 		$4.52M Buy
16,882
+3,380
+25% +$875K 0.55% 17
2024
Q1 		$3.51M Buy
13,502
+475
+4% +$118K 0.45% 17
2023
Q4 		$3.09M Sell
13,027
-104
-0.8% -$23K 0.45% 17
2023
Q3 		$2.79M Sell
13,131
-1,008
-7% -$223K 0.47% 16
2023
Q2 		$3.11M Buy
14,139
+2,322
+20% +$484K 0.53% 16
2023
Q1 		$2.41M Sell
11,817
-169
-1% -$33.8K 0.48% 17
2022
Q4 		$2.29M Buy
11,986
+291
+2% +$56.1K 0.54% 17
2022
Q3 		$2.1M Buy
11,695
+1,282
+12% +$256K 0.67% 17
2022
Q2 		$1.96M Buy
10,413
+1,798
+21% +$369K 0.92% 10
2022
Q1 		$1.96M Sell
8,615
-164
-2% -$36.9K 0.94% 9
2021
Q4 		$2.12M Buy
+8,779
New +$2.07M 0.94% 8

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Rockwood Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, buying an estimated $254K and bringing the position to 18,804 shares worth $6.96M. The position accounts for 0.44% of the portfolio, ranked #15.

Rockwood Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Rockwood Wealth Management held 18,804 shares of Vanguard Morningstar Total Stock Market ETF worth $6.96M as of Q2 2026.
  • Rockwood Wealth Management bought 710 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $254K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.44% of Rockwood Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Rockwood Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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