ZB
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Zions Bancorporation’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Zions Bancorporation’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
2024
Q4 		$106M Sell
366,470
-12,073
-3% -$3.52M 6.7% 3
2024
Q3 		$107M Sell
378,543
-335,040
-47% -$91.4M 7.81% 3
2024
Q2 		$191M Sell
713,583
-67,056
-9% -$17.4M 15.29% 1
2024
Q1 		$203M Sell
780,639
-25,578
-3% -$6.33M 14.94% 1
2023
Q4 		$191M Sell
806,217
-30,079
-4% -$6.65M 13.15% 1
2023
Q3 		$178M Sell
836,296
-25,235
-3% -$5.59M 15.58% 1
2023
Q2 		$190M Sell
861,531
-83,644
-9% -$17.4M 16.04% 1
2023
Q1 		$193M Buy
945,175
+8,483
+0.9% +$1.7M 16.59% 1
2022
Q4 		$179M Buy
936,692
+4,831
+0.5% +$931K 14.15% 1
2022
Q3 		$167M Sell
931,861
-7,569
-0.8% -$1.51M 17.52% 1
2022
Q2 		$177M Sell
939,430
-62,149
-6% -$12.8M 17.75% 1
2022
Q1 		$228M Buy
1,001,579
+156,148
+18% +$35.1M 20.44% 1
2021
Q4 		$204M Buy
845,431
+133,478
+19% +$31.5M 18.04% 1
2021
Q3 		$158M Buy
711,953
+45,187
+7% +$10.3M 16.16% 1
2021
Q2 		$149M Buy
666,766
+34,578
+5% +$7.5M 14.83% 1
2021
Q1 		$131M Buy
632,188
+18,739
+3% +$3.79M 14.75% 1
2020
Q4 		$119M Sell
613,449
-119,731
-16% -$21.9M 15.04% 1
2020
Q3 		$125M Sell
733,180
-45,993
-6% -$7.74M 17.73% 1
2020
Q2 		$122M Buy
779,173
+51,976
+7% +$7.66M 17.72% 1
2020
Q1 		$93.7M Buy
727,197
+97,541
+15% +$15.1M 16.41% 2
2019
Q4 		$103M Buy
629,656
+40,208
+7% +$6.3M 14.7% 2
2019
Q3 		$89M Buy
589,448
+5,030
+0.9% +$758K 12.77% 2
2019
Q2 		$87.7M Buy
584,418
+43,623
+8% +$6.42M 12.84% 3
2019
Q1 		$78.3M Buy
+540,795
New +$75.5M 12.64% 2
2018
Q4 		– Sell
-475,157
Closed -$71.1M – 763
2018
Q3 		$71.1M Buy
+475,157
New +$69.9M 16.92% 1
2018
Q2 		– Sell
-424,798
Closed -$57.7M – 702
2018
Q1 		$57.7M Buy
424,798
+71,626
+20% +$10M 12.6% 2
2017
Q4 		$48.5M Buy
353,172
+46,428
+15% +$6.21M 8.32% 2
2017
Q3 		$39.7M Buy
306,744
+18,412
+6% +$2.33M 5.72% 3
2017
Q2 		$35.9M Buy
288,332
+24,767
+9% +$3.05M 6.14% 3
2017
Q1 		$32M Sell
263,565
-11,507
-4% -$1.38M 6.02% 4
2016
Q4 		$31.7M Sell
275,072
-2,358
-0.8% -$265K 5.59% 4
2016
Q3 		$30.5M Buy
277,430
+438
+0.2% +$48.6K 5.78% 5
2016
Q2 		$30.1M Buy
276,992
+4,556
+2% +$483K 5.25% 5
2016
Q1 		$28.8M Sell
272,436
-4,365
-2% -$433K 5.17% 5
2015
Q4 		$27.1M Buy
276,801
+29,165
+12% +$3.07M 4.74% 6
2015
Q3 		$26M Sell
247,636
-123,597
-33% -$13M 4.77% 7
2015
Q2 		$39.7M Buy
371,233
+31,071
+9% +$3.39M 6.34% 5
2015
Q1 		$36.5M Buy
+340,162
New +$36.3M 6.26% 4

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Zions Bancorporation's VTI Position: Q4 2024 in Review

Zions Bancorporation reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q4 2024, selling an estimated $3.52M and leaving 366,470 shares worth $106M. The position accounts for 6.7% of the portfolio, ranked #3.

Zions Bancorporation first reported a position in VTI in Q1 2015 and has held it in 38 quarters since. The position peaked at $228M in Q1 2022. 3,172 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Zions Bancorporation held 366,470 shares of Vanguard Morningstar Total Stock Market ETF worth $106M as of Q4 2024.
  • Zions Bancorporation sold 12,073 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $3.52M.
  • Vanguard Morningstar Total Stock Market ETF made up 6.7% of Zions Bancorporation's portfolio in Q4 2024, its #3 holding.
  • Zions Bancorporation first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2015 and has held it in 38 quarters since.
  • Zions Bancorporation's Vanguard Morningstar Total Stock Market ETF position peaked at $228M in Q1 2022.
  • 3,172 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.