VTI — Vanguard Total Stock Market ET

Ownership history in D'Orazio & Associates, Inc.  ·  40 quarters on record

AI Ownership Summary

D'Orazio & Associates, Inc. reported Vanguard Total Stock Market ET (VTI) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 17.49% in 2025 Q4. The latest visible filing shows VTI at 17.49% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D'Orazio & Associates, Inc.'s position in Vanguard Total Stock Market ET, 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

VTI was reported at 17.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.49% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

VTI stock page D'Orazio & Associates, Inc. fund profile D'Orazio & Associates, Inc. full holdings
How D'Orazio & Associates, Inc. held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 408,161 +5,902 +1.5% 17.49% $136.8M 2026-02-14 (Est.) $335.60
2025 Q3 ADDED 402,259 +7,789 +2.0% 17.43% $132.0M 2025-11-10 $332.93
2025 Q2 ADDED 394,470 +31,268 +8.6% 16.89% $119.9M 2025-08-08 $310.31
2025 Q1 ADDED 363,202 +17,258 +5.0% 15.14% $99.8M 2025-04-17 $255.73
2024 Q4 ADDED 345,944 +21,305 +6.6% 14.75% $100.3M 2025-01-28 $295.11
2024 Q3 ADDED 324,639 +23,287 +7.7% 13.02% $91.9M 2024-11-05 $280.08
2024 Q2 ADDED 301,352 +10,753 +3.7% 12.37% $80.6M 2024-08-08 $256.21
2024 Q1 ADDED 290,599 +7,285 +2.6% 12.17% $75.5M 2024-05-09 $251.42
2023 Q4 ADDED 283,314 +63,280 +28.8% 12.03% $67.2M 2024-02-08 $240.41
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTI

As of 2026 Q1 — sorted by position size

AEGON USA Investment Management, LLC 3Y 7Y 70.29% Rainwater Charitable Foundation 3Y 7Y 65.39% Beacon Wealthcare LLC 3Y 51.1% Capitol Family Office, Inc. 3Y 50.87% Gibson Capital, LLC 3Y 7Y 50.85% Avalon Advisory Group 3Y 50.24% STUART INVESTMENT ADVISORS, INC. 3Y 47.35% Briaud Financial Planning Inc 3Y 45.34% GP Brinson Investments LLC 3Y 40.16% Stash Investments, LLC 39.99%

FAQ About D'Orazio & Associates, Inc. and VTI

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

How long has D'Orazio & Associates, Inc. reported owning VTI?

D'Orazio & Associates, Inc. reported VTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTI position in D'Orazio & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VTI was 17.49% in 2025 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when D'Orazio & Associates, Inc. reported 408,161 shares, equal to 17.49% of portfolio, with an estimated market value of $136.8M.

What does the chart on this VTI ownership page compare?

The chart compares D'Orazio & Associates, Inc.'s quarterly VTI 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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