VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q2 2024 (June 30)
2,780holders +45
117new positions
86sold out
5famous investors
$258.49avg. 13F price*

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

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 → Q2 2024

InstitutionsTotal Value
New Positions117$1.4B
Exits86$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.

Show all 2,780 holders