D.B. Root & Company, LLC VGIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in D.B. Root & Company, LLC  Β·  3 quarters on record

AI Ownership Summary

D.B. Root & Company, LLC reported VANGUARD SCOTTSDALE FDS (VGIT) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.11% in 2025 Q2. The latest visible filing shows VGIT at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D.B. Root & Company, LLC's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VGIT was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How D.B. Root & Company, LLC held VGIT β€” position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 35,811 +3,555 +11.0% 0.52% $2.1M 2026-02-14 (Est.) $59.83
2025 Q3 REDUCED 48.6% +1.4% ❌ 32,256 -30,492 -48.6% 0.49% $1.9M 2025-11-06 $58.95
2025 Q2 INITIATED β€” β€” β€” 62,748 β€” β€” 1.11% $3.8M 2025-07-22 $57.62

FAQ About D.B. Root & Company, LLC and VGIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has D.B. Root & Company, LLC reported owning VGIT?

D.B. Root & Company, LLC reported VGIT across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported VGIT position in D.B. Root & Company, LLC's portfolio?

The largest reported portfolio weight for VGIT was 1.11% in 2025 Q2.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q4, when D.B. Root & Company, LLC reported 35,811 shares, equal to 0.52% of portfolio, with an estimated market value of $2.1M.

What does the chart on this VGIT ownership page compare?

The chart compares D.B. Root & Company, LLC's quarterly VGIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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