ZIG
VTI icon

Zuckerman Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Zuckerman Investment Group’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
Q3 		– Sell
-840
Closed -$225K – 156
2024
Q2 		$225K Buy
840
+5
+0.6% +$1.29K 0.03% 135
2024
Q1 		$217K Sell
835
-28
-3% -$6.93K 0.02% 132
2023
Q4 		$205K Buy
+863
New +$191K 0.03% 122

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Zuckerman Investment Group's VTI Position: Q3 2024 in Review

Zuckerman Investment Group sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2024, closing a stake of 840 shares — an estimated $225K sold.

Zuckerman Investment Group first reported a position in VTI in Q4 2023 and held it in 3 quarters. The position peaked at $225K in Q2 2024. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Zuckerman Investment Group reported no remaining Vanguard Total Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Zuckerman Investment Group sold 840 Vanguard Total Stock Market ETF shares in Q3 2024, an estimated $225K.
  • Zuckerman Investment Group first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and held it in 3 quarters.
  • Zuckerman Investment Group's Vanguard Total Stock Market ETF position peaked at $225K in Q2 2024.
  • 2,847 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on Zuckerman Investment Group's 13F filing for Q3 2024, filed 13 Nov 2024.