VG Morningstar TS MKT ETF-USVTIETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 2,780 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 45 from Q1 2024. 117 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($12.3B), Rakuten Investment Management, Inc. ($11.2B) and Betterment LLC ($7.6B). 5 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- VG Morningstar TS MKT ETF-US
- Filed as
- VANGUARD INDEX FDS (Q2 2024)
- CUSIP
- 922908769
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $1.4B |
| Exits | 86 | $722.0M |
All 13F filers, Q1 2024 → Q2 2024: 33,133,435 shares bought and 18,407,368 shares sold, net +14,726,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,780 holders
| Vanguard Group Inc. | 0.24% | Add +7.4% | 46,116,160 | $12.3B |
| Rakuten Investment Management, Inc. | 73.61% | Add +3.8% | 41,641,827 | $11.2B |
| Betterment LLC | 19.61% | Reduce -2.1% | 28,295,418 | $7.6B |
| Wealthfront Advisers LLC | 13.46% | Reduce -1.7% | 14,956,014 | $4.0B |
| US Bancorp \de | 4.90% | Reduce -26.3% | 13,441,792 | $3.6B |
| Bank of America Corp. | 0.34% | Add +3.2% | 13,405,120 | $3.6B |
| LPL Financial LLC | 1.70% | Add +1.9% | 12,752,241 | $3.4B |
| Morgan Stanley | 0.26% | Add +2.3% | 12,370,576 | $3.3B |
| WealthNavi Inc. | 37.31% | Add +4.2% | 10,994,434 | $2.9B |
| Northern Trust Corp. | 0.44% | Add +4.3% | 9,845,595 | $2.6B |
| Allworth Financial LP | 14.46% | Add +0.2% | 8,274,996 | $2.2B |
| HB Wealth Management, LLC | 23.15% | Add +3.4% | 7,718,449 | $2.0B |
| Creative Planning | 2.02% | Reduce -4.7% | 7,061,837 | $1.9B |
| Envestnet Asset Management Inc. | 0.61% | Reduce -0.8% | 6,492,167 | $1.7B |
| Ballentine Partners, LLC | 29.44% | Reduce -0.5% | 5,949,628 | $1.6B |
| Wells Fargo & Company | 0.41% | Reduce -2.7% | 5,941,382 | $1.6B |
| JPMorgan Chase & Co. | 0.11% | Add +4.1% | 4,550,233 | $1.2B |
| UBS Group AG | 0.35% | Add +1.4% | 4,222,582 | $1.1B |
| Nissay Asset Management Corp. /Japan | 6.98% | No change | 3,944,205 | $1.1B |
| Forvis Mazars Wealth Advisors, LLC | 25.60% | Add +2.0% | 3,834,604 | $1.0B |
| State of New Jersey Common Pension Fund D | 3.90% | New | 3,337,800 | $892.9M |
| Morningstar Investment Services LLC | 9.64% | Reduce -2.8% | 3,292,842 | $887.0M |
| Sequoia Financial Advisors, LLC | 9.46% | Add +4.1% | 2,931,255 | $784.1M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 7.78% | Reduce -18.6% | 2,914,800 | $779.7M |
| Bank of New York Mellon Corp | 0.14% | Reduce -2.3% | 2,677,090 | $716.1M |
| Royal Bank of Canada | 0.16% | Add +1.0% | 2,511,540 | $671.9M |
| Commonwealth Equity Services, LLC | 1.04% | Add +2.9% | 2,465,207 | $659.5M |
| PNC Financial Services Group, Inc. | 0.43% | Reduce -18.9% | 2,414,150 | $645.8M |
| State of Tennessee, Department of Treasury | 2.35% | Add +0.3% | 2,391,882 | $639.9M |
| Cetera Investment Advisers | 1.46% | Reduce -1.8% | 2,365,923 | $632.9M |
| Ameriprise Financial Inc. | 0.17% | Reduce -0.8% | 2,351,450 | $629.3M |
| Raymond James Financial Services Advisors, Inc. | 0.89% | Add +13.5% | 2,332,198 | $623.9M |
| SCS Capital Management LLC | 11.99% | Add +0.3% | 2,140,462 | $572.6M |
| Facet Wealth, Inc. | 15.70% | Reduce -0.3% | 1,903,234 | $511.2M |
| Balyasny Asset Management L.P. | 1.30% | Add +122.0% | 1,850,186 | $494.9M |
| HighTower Advisors, LLC | 0.76% | Add +12.4% | 1,834,369 | $490.7M |
| Empower Advisory Group, LLC | 1.66% | Add +0.2% | 1,670,153 | $446.8M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -51.9% | 1,666,606 | $445.8M |
| Cambridge Investment Research Advisors, Inc. | 1.62% | Add +0.1% | 1,638,923 | $438.4M |
| Osaic Holdings, Inc. | 1.02% | Reduce -14.3% | 1,613,931 | $431.9M |
| Mariner, LLC | 0.81% | Add +4.5% | 1,570,469 | $420.2M |
| Summit Financial, LLC | 18.78% | Reduce -3.5% | 1,530,667 | $410.9M |
| Ellevest, Inc. | 24.41% | Add +1.1% | 1,521,180 | $406.9M |
| Patriot Investment Management Group, Inc. | 30.34% | Reduce -1.2% | 1,449,957 | $387.9M |
| Cerity Partners LLC | 1.05% | Add +35.4% | 1,442,859 | $386.0M |
| Wealthcare Capital Management LLC | 40.85% | Reduce -4.7% | 1,439,127 | $385.0M |
| Bank of Hawaii | 16.70% | Add +3.6% | 1,359,425 | $363.7M |
| Prime Capital Investment Advisors, LLC | 5.18% | Reduce -3.0% | 1,307,938 | $349.9M |
| Truepoint, Inc. | 9.79% | Reduce -4.4% | 1,282,591 | $343.1M |
| Lincoln National Corp. | 11.58% | Reduce -7.1% | 1,280,949 | $342.7M |
| Foster Group, Inc. | 13.39% | Add +0.6% | 1,273,142 | $340.6M |
| Sageworth Trust Co | 21.41% | Reduce -1.6% | 1,268,995 | $339.5M |
| Private Advisor Group, LLC | 2.17% | Reduce -1.7% | 1,210,974 | $323.7M |
| Vista Capital Partners, Inc. | 38.50% | Reduce -1.2% | 1,160,690 | $310.5M |
| Brown Advisory Inc. | 0.40% | Add +5.6% | 1,146,988 | $306.8M |
| Focus Partners Wealth | 1.01% | Add +119.0% | 1,120,766 | $299.8M |
| Corient Private Wealth LP | 0.51% | Add +9.5% | 1,089,987 | $291.6M |
| Wealthspire Advisors, LLC | 3.67% | Add +7.0% | 1,071,492 | $286.6M |
| Novo Holdings A/S | 14.98% | New | 1,038,550 | $277.8M |
| Axiom Advisory, LLC | 3.01% | Add +6247.8% | 1,065,474 | $275.8M |
| Envestnet Portfolio Solutions, Inc. | 0.95% | Reduce -2.1% | 1,020,097 | $272.9M |
| Savant Capital, LLC | 2.53% | Reduce -24.1% | 946,316 | $253.1M |
| Gibson Capital, LLC | 54.54% | Reduce -4.1% | 923,232 | $247.0M |
| FMR LLC | 0.02% | Add +10.2% | 915,167 | $244.8M |
| First Business Financial Services, Inc. | 25.67% | Add +0.0% | 905,198 | $242.1M |
| Capstone Financial Advisors, Inc. | 15.57% | Add +1.0% | 881,533 | $235.8M |
| Cresset Asset Management, LLC | 0.99% | Add +7.8% | 872,342 | $234.1M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Add +1.4% | 868,200 | $232.2M |
| Bank of Montreal | 0.07% | Reduce -0.2% | 863,202 | $232.1M |
| Stephens Inc. | 3.47% | Add +0.8% | 850,173 | $227.4M |
| Citigroup Inc. | 0.22% | Add +0.8% | 847,269 | $226.7M |
| Investure, LLC | 27.46% | Reduce -3.8% | 842,037 | $225.3M |
| Raymond James & Associates | 0.15% | Reduce -0.8% | 841,681 | $225.2M |
| Wealth Enhancement Advisory Services, LLC | 0.53% | Add +18.9% | 830,044 | $222.0M |
| Kestra Advisory Services, LLC | 1.23% | Add +16.1% | 898,933 | $220.4M |
| Tiaa Trust, National Association | 0.68% | Reduce -2.8% | 820,625 | $219.5M |
| Caprock Group, LLC | 8.88% | Add +2.3% | 813,751 | $218.5M |
| Ritholtz Wealth Management | 7.14% | Reduce -0.8% | 809,130 | $216.5M |
| Buckingham Strategic Wealth, LLC | 2.11% | Add +0.6% | 762,645 | $204.0M |
| Verus Financial Partners, Inc. | 23.29% | Reduce -1.6% | 748,812 | $200.3M |
| Moss Adams Wealth Advisors LLC | 27.52% | Add +5.3% | 736,768 | $197.6M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -5.3% | 728,883 | $195.0M |
| Cabot-Wellington, LLC | 75.71% | Reduce -2.7% | 722,772 | $193.3M |
| Truist Financial Corp. | 0.29% | Reduce -11.1% | 717,693 | $192.0M |
| Zions Bancorporation, N.A. | 15.29% | Reduce -8.6% | 713,583 | $190.9M |
| Elm Partners Management LLC | 14.62% | Add +5.3% | 711,582 | $190.4M |
| Hardy Reed LLC | 18.98% | Add +0.8% | 706,349 | $189.0M |
| Oxford Financial Group, LTD. LLC | 12.32% | Add +5.2% | 698,252 | $186.8M |
| Stifel Financial Corp. | 0.20% | Add +24.1% | 673,886 | $180.3M |
| Tanglewood Wealth Management, Inc. | 22.27% | Reduce -2.4% | 669,678 | $179.1M |
| Rebalance, LLC | 13.93% | Reduce -4.4% | 646,953 | $173.1M |
| Boston Standard Wealth Management, LLC | 37.80% | Add +0.8% | 642,752 | $171.9M |
| Symetra Investment Management Co | 57.86% | Reduce -10.0% | 640,143 | $171.2M |
| Baird Financial Group, Inc. | 0.35% | Add +0.7% | 635,021 | $169.9M |
| Agf Management Ltd. | 0.94% | Add +0.8% | 631,759 | $169.0M |
| Tidal Investments LLC | 2.32% | Add +24.3% | 627,394 | $167.8M |
| Pathstone Holdings, LLC | 0.75% | Reduce -3.0% | 621,300 | $166.2M |
| Captrust Financial Advisors | 0.52% | Add +2.9% | 609,335 | $163.0M |
| Two Sigma Advisers, LP | 0.36% | Add +97.8% | 599,813 | $160.5M |
| Allen Investment Management, LLC | 1.93% | Add +1.6% | 594,967 | $159.2M |
"% 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.