VT — Vanguard Total World

Ownership history in DB Fitzpatrick & Co, Inc  ·  17 quarters on record

This page tracks every 13F SEC filing in which DB Fitzpatrick & Co, Inc reported a position in Vanguard Total World (VT). 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
4.58% (2022 Q4)
Avg. % of fund
0.75%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,286 +6,741 +190.2% 1.29% $1.5M $141.06
2025 Q3 ADDED 3,545 +1 +0.0% 0.44% $489K $136.71
2025 Q2 ADDED 3,544 +6 +0.2% 0.40% $455K $127.06
2025 Q1 REDUCED 3,538 -2,178 -38.1% 0.39% $410K $114.08
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VT price (monthly, adj. close)

Other funds also holding VT

As of 2025 Q4 — sorted by position size

Bain Capital Public Equity, LP 3Y 96.4% Vernal Point Advisors, LLC 52.24% DC Investments Management, LLC 3Y 7Y 51.95% Battery Global Advisors, LLC 29.27% Topor & Co. Korea 28.37% New England Private Wealth Advisors LLC 3Y 7Y 20.05% CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3Y 7Y 18.92% WJ Interests, LLC 3Y 17.36% UNIVERSITY OF CHICAGO 3Y 7Y 16.31% Alta Advisers Ltd 3Y 7Y 15.72%
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