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Vermillion Wealth Management’s Zeta Global ZETA Stock Holding History

Vermillion Wealth Management’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.12K Sell
260
-261
-50% -$4.84K ﹤0.01% 1357
2026
Q1 		$8.29K Hold
521
– – ﹤0.01% 417
2025
Q4 		$10.6K Buy
+521
New +$9.73K ﹤0.01% 373

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vermillion Wealth Management's ZETA Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Zeta Global (ZETA) stake by 50% in Q2 2026, selling an estimated $4.84K and leaving 260 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Vermillion Wealth Management first reported a position in ZETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.6K in Q4 2025. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Vermillion Wealth Management held 260 shares of Zeta Global worth $5.12K as of Q2 2026.
  • Vermillion Wealth Management sold 261 Zeta Global shares in Q2 2026, an estimated $4.84K.
  • Zeta Global made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1357 holding.
  • Vermillion Wealth Management first reported a position in Zeta Global in Q4 2025 and has held it in 3 quarters since.
  • Vermillion Wealth Management's Zeta Global position peaked at $10.6K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.