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DB Fitzpatrick & Co’s Vanguard Total World Stock ETF VT Stock Holding History

DB Fitzpatrick & Co’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$631K Buy
4,019
+219
+6% +$33.4K 0.51% 46
2026
Q1 		$526K Sell
3,800
-6,486
-63% -$933K 0.45% 48
2025
Q4 		$1.45M Buy
10,286
+6,741
+190% +$942K 1.29% 22
2025
Q3 		$489K Buy
3,545
+1
+0% +$133 0.44% 47
2025
Q2 		$455K Buy
3,544
+6
+0.2% +$718 0.4% 52
2025
Q1 		$410K Sell
3,538
-2,178
-38% -$261K 0.39% 51
2024
Q4 		$672K Buy
5,716
+2,183
+62% +$262K 0.62% 45
2024
Q3 		$423K Sell
3,533
-422
-11% -$48.5K 0.37% 48
2024
Q2 		$445K Buy
3,955
+63
+2% +$6.95K 0.41% 50
2024
Q1 		$430K Sell
3,892
-7,863
-67% -$831K 0.39% 54
2023
Q4 		$1.21M Buy
11,755
+7,869
+202% +$757K 1.16% 30
2023
Q3 		$362K Buy
3,886
+476
+14% +$46.2K 0.39% 49
2023
Q2 		$331K Buy
3,410
+1,447
+74% +$136K 0.35% 51
2023
Q1 		$181K Sell
1,963
-44,386
-96% -$4.02M 0.2% 53
2022
Q4 		$3.99M Buy
46,349
+44,380
+2,254% +$3.79M 4.58% 3
2022
Q3 		$155K Sell
1,969
-46
-2% -$4.04K 0.19% 54
2022
Q2 		$172K Buy
2,015
+127
+7% +$11.7K 0.19% 57
2022
Q1 		$191K Sell
1,888
-9,320
-83% -$944K 0.19% 55
2021
Q4 		$1.2M Buy
+11,208
New +$1.19M 1.13% 33

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DB Fitzpatrick & Co's VT Position: Q2 2026 in Review

DB Fitzpatrick & Co increased its Vanguard Total World Stock ETF (VT) stake by 5.8% in Q2 2026, buying an estimated $33.4K and bringing the position to 4,019 shares worth $631K. The position accounts for 0.51% of the portfolio, ranked #46.

DB Fitzpatrick & Co first reported a position in VT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.99M in Q4 2022. 757 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • DB Fitzpatrick & Co held 4,019 shares of Vanguard Total World Stock ETF worth $631K as of Q2 2026.
  • DB Fitzpatrick & Co bought 219 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $33.4K.
  • Vanguard Total World Stock ETF made up 0.51% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #46 holding.
  • DB Fitzpatrick & Co first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • DB Fitzpatrick & Co's Vanguard Total World Stock ETF position peaked at $3.99M in Q4 2022.
  • 757 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.