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Rockwood Wealth Management, LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockwood Wealth Management, LLC on VGIT, newest first. How the timeline and the estimate are built.

Rockwood Wealth Management, LLC held 24,115 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,115 shares
    Change vs previous 13F +7,221 shares

    0.09% of the 13F portfolio, value $1,422,281.

    13F-HR 0002085853-26-000694 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,894 shares
    Change vs previous 13F +926 shares

    0.07% of the 13F portfolio, value $1,006,065.

    13F-HR 0002085853-26-000532 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,968 shares
    Change vs previous 13F +5,362 shares

    0.07% of the 13F portfolio, value $956,992.

    13F-HR 0002085853-26-000134 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,606 shares
    Change vs previous 13F -4,084 shares

    0.05% of the 13F portfolio, value $636,672.

    13F-HR 0002085853-25-000067 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,690 shares
    Change vs previous 13F +2,290 shares

    0.08% of the 13F portfolio, value $878,593.

    13F-HR 0001667731-25-000782 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,400 shares
    Change vs previous 13F +5,617 shares

    0.08% of the 13F portfolio, value $736,572.

    13F-HR 0001667731-25-000417 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,783 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $393,550.

    13F-HR 0001667731-25-000069 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).