VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q3 2024 (September 30)
2,851holders +71
128new positions
64sold out
7famous investors
$278.83avg. 13F price*

At the end of Q3 2024, 2,851 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 71 from Q2 2024. 128 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($14.4B), Rakuten Investment Management, Inc. ($12.2B) and Betterment LLC ($7.8B). 7 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions128$538.3M
Exits64$587.2M

All 13F filers, Q2 2024 → Q3 2024: 18,538,216 shares bought and 25,505,211 shares sold, net −6,966,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,851 holders

Vanguard Group Inc. 0.26% Add +10.2% 50,807,191 $14.4B
Rakuten Investment Management, Inc. 70.99% Add +3.5% 43,096,445 $12.2B
Betterment LLC 18.69% Reduce -2.3% 27,655,902 $7.8B
Wealthfront Advisers LLC 13.19% Add +1.3% 15,151,563 $4.3B
US Bancorp \de 4.78% Reduce -2.1% 13,152,289 $3.7B
LPL Financial LLC 1.64% Add +1.9% 12,994,777 $3.7B
Morgan Stanley 0.26% Add +2.0% 12,620,738 $3.6B
Bank of America Corp. 0.31% Reduce -6.2% 12,572,497 $3.6B
WealthNavi Inc. 36.84% Add +3.4% 11,372,065 $3.2B
Northern Trust Corp. 0.44% Reduce -3.2% 9,527,133 $2.7B
Allworth Financial LP 14.51% Add +1.6% 8,409,146 $2.4B
HB Wealth Management, LLC 22.75% Add +1.5% 7,833,992 $2.1B
Creative Planning 1.91% Reduce -3.3% 6,826,515 $1.9B
Envestnet Asset Management Inc. 0.58% Reduce -2.6% 6,325,784 $1.8B
Ballentine Partners, LLC 28.68% Reduce -0.5% 5,921,292 $1.7B
Wells Fargo & Company 0.39% Reduce -3.5% 5,735,813 $1.6B
UBS Group AG 0.34% Add +1.1% 4,269,515 $1.2B
Forvis Mazars Wealth Advisors, LLC 25.77% Add +3.1% 3,955,375 $1.1B
Nissay Asset Management Corp. /Japan 7.07% No change 3,944,205 $1.1B
JPMorgan Chase & Co. 0.08% Reduce -23.6% 3,477,899 $984.8M
Morningstar Investment Services LLC 9.20% Reduce -2.9% 3,198,533 $902.1M
Sequoia Financial Advisors, LLC 9.06% Add +1.7% 2,982,032 $844.4M
National Mutual Insurance Federation of Agricultural Cooperatives 6.84% Reduce -7.8% 2,686,800 $760.8M
Bank of New York Mellon Corp 0.14% Reduce -1.9% 2,627,563 $744.0M
Royal Bank of Canada 0.17% Add +4.5% 2,624,299 $743.1M
State of Tennessee, Department of Treasury 2.48% Add +4.1% 2,489,669 $705.0M
PNC Financial Services Group, Inc. 0.44% Add +1.8% 2,456,836 $695.7M
Ameriprise Financial Inc. 0.17% Add +1.2% 2,378,849 $672.7M
Raymond James Financial Services Advisors, Inc. 0.87% Reduce -1.2% 2,304,050 $652.4M
Commonwealth Equity Services, LLC 0.96% Reduce -9.5% 2,231,817 $632.0M
Cetera Investment Advisers 1.38% Reduce -6.1% 2,221,186 $629.0M
SCS Capital Management LLC 12.07% Reduce -1.3% 2,113,735 $598.5M
Goldman Sachs Group Inc. 0.11% Add +23.9% 2,064,430 $584.6M
Facet Wealth, Inc. 15.89% Add +3.9% 1,977,397 $558.1M
Cambridge Investment Research Advisors, Inc. 1.82% Add +15.4% 1,891,850 $535.7M
State of New Jersey Common Pension Fund D 2.06% Reduce -47.2% 1,762,800 $499.2M
Savant Capital, LLC 4.12% Add +85.2% 1,752,312 $496.2M
Brown Advisory Inc. 0.62% Add +50.9% 1,731,124 $490.2M
HighTower Advisors, LLC 0.72% Reduce -6.0% 1,723,701 $488.1M
Empower Advisory Group, LLC 1.59% Reduce -0.4% 1,663,173 $470.9M
Mariner, LLC 0.79% Add +0.5% 1,578,249 $446.9M
Ellevest, Inc. 24.08% Add +1.0% 1,535,858 $434.9M
Osaic Holdings, Inc. 0.95% Reduce -8.1% 1,483,095 $420.1M
Summit Financial, LLC 16.17% Reduce -5.1% 1,452,156 $412.5M
Patriot Investment Management Group, Inc. 30.27% Add +0.4% 1,455,619 $412.2M
Bank of Hawaii 16.52% Add +2.6% 1,395,039 $395.0M
Wealthcare Capital Management LLC 38.54% Reduce -5.7% 1,357,127 $384.3M
Focus Partners Wealth 1.21% Add +19.8% 1,342,575 $380.2M
Prime Capital Investment Advisors, LLC 5.20% Reduce -1.4% 1,289,732 $365.2M
Foster Group, Inc. 13.45% Add +0.0% 1,273,529 $360.6M
Lincoln National Corp. 11.53% Reduce -0.8% 1,271,208 $360.0M
Truepoint, Inc. 9.62% Reduce -1.4% 1,264,723 $358.1M
Sageworth Trust Co 21.12% Reduce -1.4% 1,251,061 $354.3M
Cerity Partners LLC 0.76% Reduce -16.3% 1,208,365 $342.2M
Private Advisor Group, LLC 2.03% Reduce -4.7% 1,153,604 $327.0M
Vista Capital Partners, Inc. 37.68% Reduce -0.9% 1,149,859 $325.6M
Wealthspire Advisors, LLC 3.19% Add +3.4% 1,107,356 $313.6M
Axiom Advisory, LLC 2.78% Add +2.4% 1,090,943 $297.6M
Novo Holdings A/S 14.61% No change 1,038,550 $294.1M
FMR LLC 0.02% Add +9.7% 1,003,801 $284.2M
Envestnet Portfolio Solutions, Inc. 0.91% Reduce -3.0% 990,040 $280.3M
Capstone Financial Advisors, Inc. 16.22% Add +5.6% 931,278 $263.7M
Gibson Capital, LLC 53.69% Add +0.9% 931,216 $263.7M
Tiaa Trust, National Association 0.78% Add +12.3% 921,707 $261.0M
Balyasny Asset Management L.P. 0.67% Reduce -51.4% 899,022 $254.6M
Cresset Asset Management, LLC 0.97% Add +0.7% 878,262 $249.4M
First Business Financial Services, Inc. 24.87% Reduce -3.0% 877,618 $248.5M
Northwestern Mutual Wealth Management Co. 0.22% Add +0.3% 870,635 $246.5M
Raymond James & Associates 0.15% Add +3.2% 868,412 $245.9M
Stephens Inc. 3.49% Add +2.0% 867,231 $245.6M
Bank of Montreal 0.11% Add +0.5% 867,905 $244.8M
Wealth Enhancement Advisory Services, LLC 0.52% Add +3.1% 855,666 $242.3M
Investure, LLC 16.54% Add +0.3% 844,587 $239.2M
Ritholtz Wealth Management 7.01% Add +1.5% 820,974 $232.5M
Citigroup Inc. 0.21% Reduce -3.6% 816,376 $231.2M
Caprock Group, LLC 8.34% Reduce -0.9% 806,774 $229.1M
Elm Partners Management LLC 16.15% Add +12.2% 798,146 $226.0M
Moss Adams Wealth Advisors LLC 23.89% Add +4.4% 769,007 $218.3M
Corient Private Wealth LP 0.34% Add +11.7% 1,217,693 $215.6M
Hardy Reed LLC 18.85% Add +5.2% 743,150 $210.4M
Verus Financial Partners, Inc. 22.88% Reduce -0.6% 744,338 $208.8M
Tidal Investments LLC 2.24% Add +14.1% 715,911 $202.7M
Cabot-Wellington, LLC 75.68% Reduce -1.6% 711,024 $201.3M
Kestra Advisory Services, LLC 1.11% Reduce -20.9% 710,775 $201.3M
Oxford Financial Group, LTD. LLC 12.62% Add +0.7% 702,989 $199.1M
Tanglewood Wealth Management, Inc. 21.74% Reduce -0.5% 666,472 $188.7M
Baird Financial Group, Inc. 0.37% Add +4.9% 666,327 $188.7M
Stifel Financial Corp. 0.20% Reduce -1.2% 665,919 $188.6M
Boston Standard Wealth Management, LLC 36.57% Add +3.2% 663,328 $187.8M
Rebalance, LLC 13.57% Add +1.1% 653,990 $185.2M
Agf Management Ltd. 0.92% Add +0.4% 634,507 $179.7M
Symetra Investment Management Co 62.13% Reduce -3.6% 617,288 $174.8M
Captrust Financial Advisors 0.51% Reduce -0.8% 604,652 $171.2M
Allen Investment Management, LLC 2.01% Add +0.2% 596,031 $168.8M
Pathstone Holdings, LLC 0.74% Reduce -5.4% 587,533 $166.4M
NorthCoast Asset Management LLC 1.17% Add +73.4% 832,861 $166.1M
Wilmington Savings Fund Society, FSB 2.97% Add +173.3% 584,766 $165.6M
Truist Financial Corp. 0.26% Reduce -18.6% 584,466 $165.5M
PrairieView Partners, LLC 16.82% Add +2.5% 571,625 $161.9M
Rockefeller Capital Management L.P. 0.43% Add +3.0% 558,414 $158.1M

"% 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 2,851 holders