ZIM
VTI icon

Zacks Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Zacks Investment Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05M Sell
5,529
-659
-11% -$236K 0.01% 365
2026
Q1 		$1.99M Buy
6,188
+576
+10% +$193K 0.02% 353
2025
Q4 		$1.88M Buy
5,612
+302
+6% +$100K 0.01% 354
2025
Q3 		$1.74M Sell
5,310
-1,060
-17% -$335K 0.01% 351
2025
Q2 		$1.94M Sell
6,370
-506
-7% -$142K 0.02% 329
2025
Q1 		$1.89M Sell
6,876
-1,360
-17% -$395K 0.02% 332
2024
Q4 		$2.39M Sell
8,236
-126
-2% -$36.8K 0.02% 307
2024
Q3 		$2.37M Buy
8,362
+1,264
+18% +$345K 0.02% 311
2024
Q2 		$1.9M Buy
7,098
+63
+0.9% +$16.3K 0.02% 298
2024
Q1 		$1.83M Sell
7,035
-159
-2% -$39.3K 0.02% 325
2023
Q4 		$1.71M Buy
7,194
+1,182
+20% +$261K 0.02% 309
2023
Q3 		$1.28M Buy
6,012
+2,637
+78% +$584K 0.02% 334
2023
Q2 		$743K Buy
3,375
+456
+16% +$95.1K 0.01% 412
2023
Q1 		$596K Sell
2,919
-3,321
-53% -$665K 0.01% 429
2022
Q4 		$1.19M Buy
6,240
+4,469
+252% +$861K 0.02% 336
2022
Q3 		$318K Sell
1,771
-276
-13% -$55K 0.01% 476
2022
Q2 		$386K Buy
2,047
+889
+77% +$183K 0.01% 459
2022
Q1 		$264K Sell
1,158
-190
-14% -$42.7K ﹤0.01% 534
2021
Q4 		$325K Buy
1,348
+91
+7% +$21.5K ﹤0.01% 526
2021
Q3 		$279K Buy
+1,257
New +$287K ﹤0.01% 534
2020
Q2 		– Sell
-2,969
Closed -$383K – 589
2020
Q1 		$383K Buy
+2,969
New +$459K 0.01% 409

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zacks Investment Management's VTI Position: Q2 2026 in Review

Zacks Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $236K and leaving 5,529 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #365.

Zacks Investment Management first reported a position in VTI in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.39M in Q4 2024. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Zacks Investment Management held 5,529 shares of Vanguard Morningstar Total Stock Market ETF worth $2.05M as of Q2 2026.
  • Zacks Investment Management sold 659 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $236K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #365 holding.
  • Zacks Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 21 quarters since.
  • Zacks Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.39M in Q4 2024.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.