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

Zullo 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
2026 Q2	–	Sell	-1,551	Closed	-$498K	–	168
2026 Q1	$498K	Hold	1,551	–	–	0.19%	93
2025 Q4	$520K	Hold	1,551	–	–	0.19%	91
2025 Q3	$509K	Hold	1,551	–	–	0.19%	95
2025 Q2	$471K	Hold	1,551	–	–	0.19%	92
2025 Q1	$426K	Hold	1,551	–	–	0.18%	95
2024 Q4	$449K	Hold	1,551	–	–	0.18%	91
2024 Q3	$439K	Sell	1,551 -27	-2%	-$7.36K	0.18%	91
2024 Q2	$422K	Hold	1,578	–	–	0.19%	94
2024 Q1	$410K	Buy	1,578 +6	+0.4%	+$1.48K	0.19%	96
2023 Q4	$373K	Hold	1,572	–	–	0.19%	101
2023 Q3	$334K	Hold	1,572	–	–	0.2%	98
2023 Q2	$346K	Hold	1,572	–	–	0.2%	98
2023 Q1	$321K	Buy	1,572 +10	+0.6%	+$2K	0.2%	100
2022 Q4	$299K	Hold	1,562	–	–	0.18%	106
2022 Q3	$280K	Hold	1,562	–	–	0.18%	100
2022 Q2	$295K	Buy	1,562 +1,541	+7,338%	+$317K	0.18%	100
2022 Q1	$5K	Hold	21	–	–	﹤0.01%	670
2021 Q4	$5K	Buy	+21	New	+$4.96K	﹤0.01%	671

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zullo Investment Group's VTI Position: Q2 2026 in Review

Zullo Investment Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 1,551 shares — an estimated $498K sold.

Zullo Investment Group first reported a position in VTI in Q4 2021 and held it in 18 quarters. The position peaked at $520K in Q4 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Zullo Investment Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Zullo Investment Group sold 1,551 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $498K.
Zullo Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 18 quarters.
Zullo Investment Group's Vanguard Morningstar Total Stock Market ETF position peaked at $520K in Q4 2025.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.