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 $140.73
2025 Q3 ADDED 3,545 +1 +0.0% 0.44% $489K $136.39
2025 Q2 ADDED 3,544 +6 +0.2% 0.40% $455K $126.76
2025 Q1 REDUCED 3,538 -2,178 -38.1% 0.39% $410K $113.82
2024 Q4 ADDED 5,716 +2,183 +61.8% 0.62% $672K $114.94
2024 Q3 REDUCED 3,533 -422 -10.7% 0.37% $423K $116.25
2024 Q2 ADDED 3,955 +63 +1.6% 0.41% $445K $109.00
2024 Q1 REDUCED 3,892 -7,863 -66.9% 0.39% $430K $106.39
2023 Q4 ADDED 11,755 +7,869 +202.5% 1.16% $1.2M $98.67
2023 Q3 ADDED 3,886 +476 +14.0% 0.39% $362K $88.66
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VT price (monthly, adj. close)
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