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D'Orazio & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

D'Orazio & Associates’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133M Buy
414,124
+5,963
+1% +$2M 17.21% 1
2025
Q4 		$137M Buy
408,161
+5,902
+1% +$1.96M 17.49% 1
2025
Q3 		$132M Buy
402,259
+7,789
+2% +$2.46M 17.43% 1
2025
Q2 		$120M Buy
394,470
+31,268
+9% +$8.79M 16.89% 1
2025
Q1 		$99.8M Buy
363,202
+17,258
+5% +$5.01M 15.14% 1
2024
Q4 		$100M Buy
345,944
+21,305
+7% +$6.22M 14.75% 1
2024
Q3 		$91.9M Buy
324,639
+23,287
+8% +$6.35M 13.02% 2
2024
Q2 		$80.6M Buy
301,352
+10,753
+4% +$2.78M 12.37% 2
2024
Q1 		$75.5M Buy
290,599
+7,285
+3% +$1.8M 12.17% 2
2023
Q4 		$67.2M Buy
283,314
+63,280
+29% +$14M 12.03% 2
2023
Q3 		$46.7M Buy
220,034
+13,085
+6% +$2.9M 10.49% 3
2023
Q2 		$45.6M Buy
206,949
+2,035
+1% +$424K 10.64% 3
2023
Q1 		$41.8M Sell
204,914
-9,130
-4% -$1.83M 10.84% 3
2022
Q4 		$40.9M Buy
+214,044
New +$41.3M 9.69% 3
2022
Q3 		– Sell
-220,596
Closed -$41.6M – 146
2022
Q2 		$41.6M Buy
220,596
+1,334
+0.6% +$274K 11.06% 3
2022
Q1 		$49.9M Buy
219,262
+230
+0.1% +$51.7K 12.04% 2
2021
Q4 		$52.9M Buy
219,032
+34,489
+19% +$8.14M 12.21% 2
2021
Q3 		$41M Buy
184,543
+52,266
+40% +$11.9M 9.98% 3
2021
Q2 		$29.5M Buy
132,277
+17,593
+15% +$3.82M 7.6% 3
2021
Q1 		$23.7M Buy
114,684
+39,093
+52% +$7.91M 6.62% 4
2020
Q4 		$14.7M Buy
75,591
+67,151
+796% +$12.3M 4.76% 5
2020
Q3 		$1.44M Sell
8,440
-70
-0.8% -$11.8K 0.58% 14
2020
Q2 		$1.33M Sell
8,510
-2,023
-19% -$298K 0.58% 11
2020
Q1 		$1.36M Buy
10,533
+1,806
+21% +$279K 0.67% 8
2019
Q4 		$1.43M Sell
8,727
-99
-1% -$15.5K 0.42% 14
2019
Q3 		$1.33M Buy
8,826
+649
+8% +$97.8K 0.43% 17
2019
Q2 		$1.23M Buy
8,177
+71
+0.9% +$10.5K 0.35% 16
2019
Q1 		$1.17M Buy
8,106
+235
+3% +$32.8K 0.35% 16
2018
Q4 		$1M Buy
7,871
+530
+7% +$73.2K 0.33% 17
2018
Q3 		$1.1M Buy
7,341
+54
+0.7% +$7.95K 0.4% 17
2018
Q2 		$1.02M Buy
7,287
+279
+4% +$38.9K 0.39% 16
2018
Q1 		$951K Sell
7,008
-46
-0.7% -$6.45K 0.36% 17
2017
Q4 		$968K Buy
7,054
+1,022
+17% +$137K 0.34% 18
2017
Q3 		$781K Sell
6,032
-1,365
-18% -$173K 0.29% 19
2017
Q2 		$921K Buy
7,397
+1,419
+24% +$175K 0.36% 16
2017
Q1 		$725K Sell
5,978
-393
-6% -$47.1K 0.28% 20
2016
Q4 		$735K Buy
6,371
+666
+12% +$74.9K 0.29% 19
2016
Q3 		$635K Sell
5,705
-999
-15% -$111K 0.25% 20
2016
Q2 		$669K Buy
6,704
+3,455
+106% +$366K 0.26% 19
2016
Q1 		$340K Hold
3,249
– – 0.14% 29
2015
Q4 		$339K Buy
+3,249
New +$342K 0.17% 23

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D'Orazio & Associates's VTI Position: Q1 2026 in Review

D'Orazio & Associates increased its Vanguard Total Stock Market ETF (VTI) stake by 1.5% in Q1 2026, buying an estimated $2M and bringing the position to 414,124 shares worth $133M. The position accounts for 17.21% of the portfolio, ranked #1.

D'Orazio & Associates first reported a position in VTI in Q4 2015 and has held it in 41 quarters since. The position peaked at $137M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • D'Orazio & Associates held 414,124 shares of Vanguard Total Stock Market ETF worth $133M as of Q1 2026.
  • D'Orazio & Associates bought 5,963 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2M.
  • Vanguard Total Stock Market ETF made up 17.21% of D'Orazio & Associates's portfolio in Q1 2026, its #1 holding.
  • D'Orazio & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and has held it in 41 quarters since.
  • D'Orazio & Associates's Vanguard Total Stock Market ETF position peaked at $137M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.