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Rockwood Wealth Management, LLC: VTI position timeline

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

Rockwood Wealth Management, LLC held 18,804 VTI 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 18,804 shares
    Change vs previous 13F +710 shares

    0.44% of the 13F portfolio, value $6,958,286.

    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 18,094 shares
    Change vs previous 13F +1,021 shares

    0.42% of the 13F portfolio, value $5,804,882.

    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 17,073 shares
    Change vs previous 13F -99 shares

    0.43% of the 13F portfolio, value $5,724,194.

    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 17,172 shares
    Change vs previous 13F +45 shares

    0.45% of the 13F portfolio, value $5,635,435.

    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 17,127 shares
    Change vs previous 13F +1,040 shares

    0.46% of the 13F portfolio, value $5,205,501.

    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 16,087 shares
    Change vs previous 13F -2,172 shares

    0.45% of the 13F portfolio, value $4,421,472.

    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 18,259 shares
    Change vs previous 13F +817 shares

    0.57% of the 13F portfolio, value $5,310,103.

    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).

  8. period ended2024-09-30
    13F 17,442 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,938,890.

    13F-HR 0001983670-24-000005 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).