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Rockwood Wealth Management, LLC: VGSH position timeline

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

Rockwood Wealth Management, LLC held 49,027 VGSH 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 49,027 shares
    Change vs previous 13F +21,208 shares

    0.18% of the 13F portfolio, value $2,853,347.

    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 27,819 shares
    Change vs previous 13F +12,302 shares

    0.12% of the 13F portfolio, value $1,628,548.

    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 15,517 shares
    Change vs previous 13F +5,067 shares

    0.07% of the 13F portfolio, value $911,340.

    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 10,450 shares
    Change vs previous 13F +3,564 shares

    0.05% of the 13F portfolio, value $614,977.

    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 6,886 shares
    Change vs previous 13F +2,498 shares

    0.04% of the 13F portfolio, value $404,744.

    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 4,388 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,538.

    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).