Vanguard Personalized Indexing Management
MZTI

Vanguard Personalized Indexing Management’s The Marzetti Company MZTI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$643K Buy
5,630
+1,986
+55% +$239K 0.01% 1248
2026
Q1 		$504K Sell
3,644
-120
-3% -$19.1K ﹤0.01% 1305
2025
Q4 		$619K Sell
3,764
-317
-8% -$52.9K 0.01% 1143
2025
Q3 		$705K Buy
4,081
+124
+3% +$22.2K 0.01% 1075
2025
Q2 		$684K Buy
3,957
+30
+0.8% +$5.18K 0.01% 1058
2025
Q1 		$687K Buy
3,927
+5
+0.1% +$902 0.01% 968
2024
Q4 		$679K Buy
3,922
+595
+18% +$109K 0.01% 962
2024
Q3 		$587K Buy
3,327
+60
+2% +$11K 0.01% 1022
2024
Q2 		$617K Buy
3,267
+326
+11% +$62.2K 0.01% 939
2024
Q1 		$611K Sell
2,941
-463
-14% -$88.1K 0.01% 906
2023
Q4 		$566K Sell
3,404
-79
-2% -$13.3K 0.01% 928
2023
Q3 		$575K Sell
3,483
-234
-6% -$42.1K 0.02% 820
2023
Q2 		$747K Sell
3,717
-43
-1% -$8.72K 0.02% 716
2023
Q1 		$763K Buy
3,760
+740
+25% +$144K 0.03% 670
2022
Q4 		$596K Sell
3,020
-205
-6% -$39K 0.02% 736
2022
Q3 		$485K Buy
+3,225
New +$479K 0.02% 800
2021
Q2 		– Sell
-2,937
Closed -$515K – 956
2021
Q1 		$515K Sell
2,937
-385
-12% -$69K 0.08% 313
2020
Q4 		$610K Sell
3,322
-1,167
-26% -$203K 0.13% 178
2020
Q3 		$803K Sell
4,489
-1,028
-19% -$172K 0.23% 95
2020
Q2 		$855K Sell
5,517
-3,383
-38% -$493K 0.39% 55
2020
Q1 		$1.29M Buy
+8,900
New +$1.35M 0.75% 29

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Personalized Indexing Management's MZTI Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its The Marzetti Company (MZTI) stake by 55% in Q2 2026, buying an estimated $239K and bringing the position to 5,630 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #1248.

Vanguard Personalized Indexing Management first reported a position in MZTI in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.29M in Q1 2020. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 5,630 shares of The Marzetti Company worth $643K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,986 The Marzetti Company shares in Q2 2026, an estimated $239K.
  • The Marzetti Company made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1248 holding.
  • Vanguard Personalized Indexing Management first reported a position in The Marzetti Company in Q1 2020 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's The Marzetti Company position peaked at $1.29M in Q1 2020.
  • 334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.