D.B. Root & Company’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.25M | Buy |
16,379
+1,405
| +9% | +$471K | 1.26% | 18 |
|
|
2025
Q4 | $5.02M | Buy |
14,974
+52
| +0.3% | +$17.3K | 1.22% | 16 |
|
|
2025
Q3 | $4.9M | Sell |
14,922
-1,002
| -6% | -$317K | 1.24% | 19 |
|
|
2025
Q2 | $4.84M | Sell |
15,924
-939
| -6% | -$264K | 1.43% | 16 |
|
|
2025
Q1 | $4.63M | Buy |
16,863
+243
| +1% | +$70.6K | 1.5% | 14 |
|
|
2024
Q4 | $4.82M | Buy |
16,620
+1,239
| +8% | +$362K | 1.53% | 15 |
|
|
2024
Q3 | $4.36M | Sell |
15,381
-307
| -2% | -$83.7K | 1.44% | 17 |
|
|
2024
Q2 | $4.2M | Sell |
15,688
-1,781
| -10% | -$461K | 1.43% | 18 |
|
|
2024
Q1 | $4.54M | Sell |
17,469
-22,255
| -56% | -$5.51M | 1.53% | 14 |
|
|
2023
Q4 | $9.42M | Sell |
39,724
-4,784
| -11% | -$1.06M | 3.42% | 5 |
|
|
2023
Q3 | $9.45M | Buy |
44,508
+216
| +0.5% | +$47.8K | 3.69% | 4 |
|
|
2023
Q2 | $9.76M | Sell |
44,292
-6,632
| -13% | -$1.38M | 3.69% | 4 |
|
|
2023
Q1 | $10.4M | Sell |
50,924
-3,862
| -7% | -$773K | 4.09% | 3 |
|
|
2022
Q4 | $10.5M | Sell |
54,786
-817
| -1% | -$157K | 4.43% | 3 |
|
|
2022
Q3 | $9.98M | Buy |
55,603
+299
| +0.5% | +$59.6K | 4.54% | 3 |
|
|
2022
Q2 | $10.4M | Buy |
55,304
+1,225
| +2% | +$252K | 4.47% | 3 |
|
|
2022
Q1 | $12.3M | Buy |
54,079
+765
| +1% | +$172K | 4.58% | 3 |
|
|
2021
Q4 | $12.9M | Sell |
53,314
-713
| -1% | -$168K | 4.64% | 3 |
|
|
2021
Q3 | $12M | Sell |
54,027
-2
| -0% | -$456 | 4.68% | 3 |
|
|
2021
Q2 | $12M | Sell |
54,029
-654
| -1% | -$142K | 4.5% | 3 |
|
|
2021
Q1 | $11.3M | Sell |
54,683
-1,616
| -3% | -$327K | 4.44% | 3 |
|
|
2020
Q4 | $11M | Sell |
56,299
-1,503
| -3% | -$275K | 4.37% | 3 |
|
|
2020
Q3 | $9.84M | Buy |
57,802
+1,294
| +2% | +$218K | 3.95% | 4 |
|
|
2020
Q2 | $8.85M | Sell |
56,508
-751
| -1% | -$111K | 3.84% | 4 |
|
|
2020
Q1 | $7.38M | Buy |
57,259
+8,327
| +17% | +$1.29M | 3.73% | 4 |
|
|
2019
Q4 | $8.01M | Buy |
48,932
+2,693
| +6% | +$422K | 3.53% | 4 |
|
|
2019
Q3 | $6.98M | Sell |
46,239
-42,246
| -48% | -$6.37M | 3.25% | 4 |
|
|
2019
Q2 | $13.3M | Sell |
88,485
-3,720
| -4% | -$548K | 5.88% | 3 |
|
|
2019
Q1 | $13.3M | Sell |
92,205
-1,024
| -1% | -$143K | 5.7% | 2 |
|
|
2018
Q4 | $11.9M | Buy |
93,229
+7,990
| +9% | +$1.1M | 5.92% | 1 |
|
|
2018
Q3 | $12.8M | Buy |
85,239
+3,285
| +4% | +$483K | 5.62% | 1 |
|
|
2018
Q2 | $11.5M | Buy |
81,954
+4,533
| +6% | +$632K | 5.43% | 1 |
|
|
2018
Q1 | $10.5M | Buy |
77,421
+16,454
| +27% | +$2.31M | 5.55% | 1 |
|
|
2017
Q4 | $8.37M | Buy |
+60,967
| New | +$8.16M | 7.17% | 1 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
D.B. Root & Company's VTI Position: Q1 2026 in Review
D.B. Root & Company increased its Vanguard Total Stock Market ETF (VTI) stake by 9.4% in Q1 2026, buying an estimated $471K and bringing the position to 16,379 shares worth $5.25M. The position accounts for 1.26% of the portfolio, ranked #18.
D.B. Root & Company first reported a position in VTI in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.3M in Q1 2019. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.
- D.B. Root & Company held 16,379 shares of Vanguard Total Stock Market ETF worth $5.25M as of Q1 2026.
- D.B. Root & Company bought 1,405 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $471K.
- Vanguard Total Stock Market ETF made up 1.26% of D.B. Root & Company's portfolio in Q1 2026, its #18 holding.
- D.B. Root & Company first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
- D.B. Root & Company's Vanguard Total Stock Market ETF position peaked at $13.3M in Q1 2019.
- 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.