VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q1 2024 (March 31)
2,735holders
5famous investors
$255.33avg. 13F price*

At the end of Q1 2024, 2,735 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings. The largest holders were Vanguard Group Inc. ($11.2B), Rakuten Investment Management, Inc. ($10.4B) and Betterment LLC ($7.5B). 5 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q1 2024)
CUSIP
922908769
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,735Q1 2024Q2 2024: 2,780Q2 2024Q3 2024: 2,851Q3 2024Q4 2024: 3,177Q4 2024Q1 2025: 3,162Q1 2025Q2 2025: 3,226Q2 2025Q3 2025: 3,255Q3 2025Q4 2025: 3,587Q4 2025Q1 2026: 3,583Q1 2026Q2 2026: 3,694Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions136$452.0M
Exits81$415.9M

Ownership 2,735 holders

Vanguard Group Inc. 0.22% Add +10.3% 42,938,516 $11.2B
Rakuten Investment Management, Inc. 76.44% Add +2.3% 40,103,027 $10.4B
Betterment LLC 20.15% Reduce -2.2% 28,892,340 $7.5B
US Bancorp \de 5.97% Reduce -3.8% 18,242,851 $4.3B
Wealthfront Advisers LLC 13.84% Add +4.5% 15,218,820 $4.0B
Bank of America Corp. 0.33% Reduce -2.1% 12,983,802 $3.4B
LPL Financial LLC 1.75% Reduce -10.9% 12,508,265 $3.3B
Morgan Stanley 0.25% Add +1.4% 12,091,745 $3.1B
WealthNavi Inc. 36.51% Reduce -0.3% 10,551,380 $2.7B
Northern Trust Corp. 0.42% Reduce -2.6% 9,441,987 $2.5B
Allworth Financial LP 15.17% Add +1.4% 8,257,670 $2.1B
Creative Planning 2.13% Reduce -7.3% 7,407,223 $1.9B
HB Wealth Management, LLC 23.50% Add +4.1% 7,465,716 $1.9B
Envestnet Asset Management Inc. 0.64% Reduce -1.6% 6,546,128 $1.7B
Wells Fargo & Company 0.42% Add +0.6% 6,107,611 $1.6B
Ballentine Partners, LLC 29.51% Add +0.6% 5,981,629 $1.6B
JPMorgan Chase & Co. 0.10% Reduce -0.7% 4,369,375 $1.1B
UBS Group AG 0.36% Add +1.5% 4,166,079 $1.1B
Nissay Asset Management Corp. /Japan 7.10% Add +8.8% 3,944,205 $1.0B
Forvis Mazars Wealth Advisors, LLC 24.85% Add +0.6% 3,758,541 $976.8M
National Mutual Insurance Federation of Agricultural Cooperatives 9.84% Reduce -19.4% 3,581,800 $930.9M
Goldman Sachs Group Inc. 0.19% Reduce -1.6% 3,462,224 $899.8M
Morningstar Investment Services LLC 9.68% Reduce -48.5% 3,386,251 $879.5M
PNC Financial Services Group, Inc. 0.54% Add +0.7% 2,975,590 $773.4M
Sequoia Financial Advisors, LLC 9.11% Add +4.2% 2,816,608 $732.0M
Bank of New York Mellon Corp 0.14% Add +43.6% 2,739,301 $711.9M
Royal Bank of Canada 0.16% Add +2.8% 2,486,522 $646.2M
Cetera Investment Advisers 1.48% Add +89.0% 2,407,974 $625.8M
Commonwealth Equity Services, LLC 1.04% Reduce -2.0% 2,396,423 $622.8M
State of Tennessee, Department of Treasury 2.29% Reduce -6.3% 2,384,154 $619.6M
Ameriprise Financial Inc. 0.17% Add +8.4% 2,371,325 $617.0M
SCS Capital Management LLC 11.80% Reduce -0.2% 2,134,573 $554.8M
Raymond James Financial Services Advisors, Inc. 0.79% Add +4.2% 2,055,094 $534.1M
Osaic Holdings, Inc. 1.09% Reduce -32.5% 1,883,017 $489.5M
Facet Wealth, Inc. 16.49% Add +8.9% 1,908,433 $489.0M
Empower Advisory Group, LLC 1.62% Reduce -2.4% 1,667,263 $433.3M
Cambridge Investment Research Advisors, Inc. 1.64% Add +4.8% 1,636,737 $425.4M
HighTower Advisors, LLC 0.69% Reduce -0.6% 1,631,221 $423.9M
Summit Financial, LLC 24.44% Add +0.1% 1,586,071 $412.2M
Wealthcare Capital Management LLC 43.58% Reduce -4.7% 1,509,581 $392.3M
Ellevest, Inc. 24.26% Reduce -0.1% 1,504,023 $390.9M
Mariner, LLC 0.81% Add +0.2% 1,503,095 $390.7M
Patriot Investment Management Group, Inc. 30.19% Add +6.6% 1,467,716 $381.5M
Lincoln National Corp. 5.59% Reduce -1.0% 1,379,435 $358.5M
Prime Capital Investment Advisors, LLC 4.89% Reduce -4.2% 1,348,260 $350.4M
Truepoint, Inc. 9.91% Reduce -1.5% 1,341,767 $348.7M
Bank of Hawaii 16.60% Reduce -1.5% 1,311,917 $341.0M
Sageworth Trust Co 21.62% Add +0.5% 1,289,775 $335.2M
Foster Group, Inc. 16.34% Add +1.4% 1,265,855 $329.0M
Savant Capital, LLC 3.72% Add +5.7% 1,246,369 $323.9M
Private Advisor Group, LLC 2.30% Reduce -3.4% 1,231,870 $320.2M
Vista Capital Partners, Inc. 38.18% Add +0.2% 1,174,806 $305.3M
Brown Advisory Inc. 0.38% Add +9.5% 1,086,321 $282.3M
Cerity Partners LLC 0.73% Reduce -80.7% 1,065,444 $276.6M
Envestnet Portfolio Solutions, Inc. 1.02% Reduce -2.8% 1,042,403 $270.9M
Wealthspire Advisors, LLC 3.47% Add +5.3% 1,001,754 $260.4M
Corient Private Wealth LP 0.46% Add +6.3% 995,756 $258.8M
Gibson Capital, LLC 54.70% Reduce -0.2% 962,821 $250.2M
First Business Financial Services, Inc. 25.22% Add +0.6% 905,085 $235.2M
Investure, LLC 39.86% Reduce -9.4% 875,638 $227.6M
Capstone Financial Advisors, Inc. 15.25% Add +1.0% 873,189 $226.9M
Bank of Montreal 0.07% Add +35.1% 864,928 $225.2M
Portfolio Strategies, Inc. 15.16% Add +444.6% 858,275 $223.0M
Northwestern Mutual Wealth Management Co. 0.23% Reduce 0.0% 856,027 $222.5M
Raymond James & Associates 0.15% Reduce -0.7% 848,692 $220.6M
Tiaa Trust, National Association 0.67% Reduce -1.6% 844,112 $219.4M
Stephens Inc. 3.40% Add +0.9% 843,839 $219.3M
Citigroup Inc. 0.24% Reduce -8.0% 840,825 $218.7M
Balyasny Asset Management L.P. 0.57% Reduce -37.4% 833,507 $216.6M
FMR LLC 0.01% Add +15.6% 830,767 $215.9M
Ritholtz Wealth Management 7.31% Reduce -0.3% 815,898 $212.1M
Cresset Asset Management, LLC 1.02% Add +6.6% 809,425 $210.4M
Truist Financial Corp. 0.32% Reduce -43.3% 807,568 $209.9M
Caprock Group, LLC 11.85% Add +5.1% 795,568 $206.8M
Zions Bancorporation, N.A. 14.94% Reduce -3.2% 780,639 $202.9M
Kestra Advisory Services, LLC 1.35% Add +9.5% 773,930 $201.1M
Charles Schwab Investment Management Inc. 0.05% Reduce -8.3% 769,328 $199.9M
Verus Financial Partners, Inc. 23.18% Add +0.6% 761,365 $197.9M
Buckingham Strategic Wealth, LLC 2.08% Add +0.9% 758,229 $197.1M
Cabot-Wellington, LLC 74.93% Reduce -0.7% 742,806 $193.1M
Employees' Retirement Fund of the City of Fort Worth 34.79% No change 719,552 $187.0M
Symetra Investment Management Co 74.12% Add +55.0% 711,427 $184.9M
Hardy Reed LLC 22.62% Add +1.5% 700,772 $182.1M
Moss Adams Wealth Advisors LLC 29.21% Add +42.7% 699,466 $181.8M
Wealth Enhancement Advisory Services, LLC 0.47% Add +5.6% 698,378 $181.5M
Tanglewood Wealth Management, Inc. 22.04% Reduce -3.1% 686,345 $178.4M
Rebalance, LLC 14.45% Add +0.5% 676,617 $175.9M
Elm Partners Management LLC 13.90% Add +13.7% 675,969 $175.7M
Oxford Financial Group, LTD. LLC 11.97% Add +2.4% 663,516 $172.4M
Pathstone Holdings, LLC 0.78% Reduce -1.6% 640,610 $166.5M
Boston Standard Wealth Management, LLC 37.53% Add +0.0% 637,689 $165.7M
Baird Financial Group, Inc. 0.34% Add +2.8% 630,496 $163.9M
Agf Management Ltd. 0.91% Add +0.7% 626,423 $162.9M
Captrust Financial Advisors 0.57% Reduce -8.4% 592,281 $153.9M
Orion Porfolio Solutions, LLC 1.64% Reduce -7.0% 588,828 $153.0M
Orion Portfolio Solutions, LLC 1.64% Reduce -7.0% 588,828 $153.0M
Allen Investment Management, LLC 1.91% Add +5.4% 585,738 $152.2M
PrairieView Partners, LLC 16.71% Add +1.6% 560,623 $145.7M
Glenmede Trust Co. NA 0.73% Reduce -0.6% 556,604 $144.7M
Stifel Financial Corp. 0.16% Add +3.1% 542,864 $141.1M

"% of holder's portfolio" is VTI's weight in each manager's 13F, not the share of VG Morningstar TS MKT ETF-US the manager owns.

Show all 2,735 holders