VPIM
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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Personalized Indexing Management's MZTI Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its The Marzetti Company (MZTI) stake by 3.2% in Q1 2026, selling an estimated $19.1K and leaving 3,644 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Vanguard Personalized Indexing Management first reported a position in MZTI in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.29M in Q1 2020. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Vanguard Personalized Indexing Management held 3,644 shares of The Marzetti Company worth $504K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 120 The Marzetti Company shares in Q1 2026, an estimated $19.1K.
  • The Marzetti Company made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1305 holding.
  • Vanguard Personalized Indexing Management first reported a position in The Marzetti Company in Q1 2020 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's The Marzetti Company position peaked at $1.29M in Q1 2020.
  • 361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.