VTI — Vanguard Total Stk Mkt Index F

Ownership history in D.A. DAVIDSON & CO.  ·  90 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in Vanguard Total Stk Mkt Index F (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.26% (2024 Q4)
Avg. % of fund
0.33%
First filed
2003 Q2
Last filed
2025 Q4
Quarters held
90
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 416,102 -136,741 -24.7% 0.85% $139.5M $335.27
2025 Q3 ADDED 552,843 +191 +0.0% 1.16% $181.4M $327.24
2025 Q2 REDUCED 552,652 -5,250 -0.9% 1.18% $168.0M $302.23
2025 Q1 ADDED 557,902 +25,670 +4.8% 1.23% $153.3M $272.48
86 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTI price (monthly, adj. close)

Other funds also holding VTI

As of 2025 Q4 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 71.74% AEGON USA Investment Management, LLC 3Y 7Y 67.38% Symetra Investment Management Co 3Y 67.15% Rainwater Charitable Foundation 3Y 7Y 60.55% Beacon Wealthcare LLC 3Y 53.58% Gibson Capital, LLC 3Y 7Y 52.94% Rakuten Investment Management, Inc. 52.31% Capitol Family Office, Inc. 3Y 50.87% KMT WEALTH MANAGEMENT, LLC 50.79% Avalon Advisory Group 3Y 50.75%
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