ZI
VTI icon

ZEGA Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

ZEGA Investments’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 		$666K Hold
1,800
– – 0.07% 158
2026
Q1 		$577K Buy
+1,800
New +$604K 0.06% 173

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ZEGA Investments's VTI Position: Q2 2026 in Review

ZEGA Investments reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $14.3K and leaving 1,830 shares worth $677K. The position accounts for 0.07% of the portfolio, ranked #157.

ZEGA Investments first reported a position in VTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $924K in Q3 2025. 2,272 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • ZEGA Investments held 1,830 shares of Vanguard Morningstar Total Stock Market ETF worth $677K as of Q2 2026.
  • ZEGA Investments sold 40 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of ZEGA Investments's portfolio in Q2 2026, its #157 holding.
  • ZEGA Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • ZEGA Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $924K in Q3 2025.
  • 2,272 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.