VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q4 2024 (December 31)
3,177holders +326
127new positions
66sold out
8famous investors
$285.61avg. 13F price*

At the end of Q4 2024, 3,177 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 326 from Q3 2024. 127 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($15.6B), Betterment LLC ($7.8B) and Wealthfront Advisers LLC ($4.5B). 8 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 Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions127$189.1M
Exits66$263.1M

All 13F filers, Q3 2024 → Q4 2024: 20,583,584 shares bought and 22,968,969 shares sold, net −2,385,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,177 holders

Vanguard Group Inc. 0.27% Add +5.7% 53,720,848 $15.6B
Betterment LLC 18.63% Reduce -2.5% 26,969,096 $7.8B
Wealthfront Advisers LLC 13.23% Add +3.1% 15,626,644 $4.5B
Bank of America Corp. 0.35% Add +4.7% 13,165,728 $3.8B
LPL Financial LLC 1.52% Reduce -0.7% 12,906,339 $3.7B
Morgan Stanley 0.26% Add +1.7% 12,829,980 $3.7B
WealthNavi Inc. 37.44% Reduce -2.3% 11,111,500 $3.2B
Northern Trust Corp. 0.39% Reduce -1.5% 9,385,520 $2.7B
Allworth Financial LP 13.33% Reduce -4.2% 8,055,158 $2.4B
HB Wealth Management, LLC 22.30% Add +0.5% 7,873,807 $2.2B
Creative Planning 1.87% Reduce -3.0% 6,620,100 $1.9B
Envestnet Asset Management Inc. 0.60% Add +1.3% 6,407,337 $1.9B
Ballentine Partners, LLC 29.26% Reduce -0.5% 5,893,008 $1.7B
Wells Fargo & Company 0.41% Add +2.6% 5,885,820 $1.7B
UBS Group AG 0.28% Reduce -0.4% 4,251,017 $1.2B
Forvis Mazars Wealth Advisors, LLC 28.25% Add +6.9% 4,229,430 $1.2B
Nissay Asset Management Corp. /Japan 7.08% No change 3,944,205 $1.2B
JPMorgan Chase & Co. 0.08% Add +5.0% 3,652,467 $1.1B
Essential Planning, LLC. 6.12% Add +6100.6% 3,223,294 $940.0M
Sequoia Financial Advisors, LLC 8.96% Add +7.6% 3,208,919 $930.0M
Raymond James Financial Inc. 0.33% — 3,058,208 $886.3M
Royal Bank of Canada 0.17% Add +4.3% 2,736,602 $793.1M
National Mutual Insurance Federation of Agricultural Cooperatives 6.67% No change 2,686,800 $778.7M
Bank of New York Mellon Corp 0.14% Reduce -1.4% 2,590,354 $750.7M
PNC Financial Services Group, Inc. 0.47% Reduce -0.9% 2,434,605 $705.6M
Ameriprise Financial Inc. 0.18% Add +0.8% 2,398,559 $695.6M
Commonwealth Equity Services, LLC 0.97% Add +2.5% 2,287,300 $662.9M
Cetera Investment Advisers 1.35% Add +0.0% 2,221,546 $643.8M
US Bancorp \de 0.84% Reduce -83.2% 2,206,849 $639.6M
Private Advisor Group, LLC 3.56% Add +89.3% 2,183,497 $632.8M
SCS Capital Management LLC 12.64% Add +0.1% 2,114,704 $612.9M
Savant Capital, LLC 4.76% Add +19.1% 2,087,775 $605.1M
Cambridge Investment Research Advisors, Inc. 1.92% Add +4.8% 1,981,655 $574.3M
Goldman Sachs Group Inc. 0.11% Reduce -4.3% 1,974,619 $572.3M
Brown Advisory Inc. 0.72% Add +12.8% 1,951,981 $565.7M
Facet Wealth, Inc. 14.92% Reduce -4.5% 1,887,778 $562.6M
State of New Jersey Common Pension Fund D 2.06% No change 1,762,800 $510.9M
Empower Advisory Group, LLC 1.63% Add +0.4% 1,669,130 $483.7M
HighTower Advisors, LLC 0.64% Reduce -5.9% 1,621,870 $470.0M
Mariner, LLC 0.77% Add +0.7% 1,589,665 $460.7M
State of Tennessee, Department of Treasury 1.67% Reduce -36.2% 1,587,460 $460.1M
Cerity Partners LLC 0.99% Add +30.3% 1,574,001 $456.2M
Ellevest, Inc. 25.04% Reduce -2.6% 1,495,951 $433.9M
Summit Financial, LLC 15.08% Add +2.1% 1,483,150 $429.8M
Osaic Holdings, Inc. 0.94% Reduce -2.7% 1,442,434 $418.2M
Patriot Investment Management Group, Inc. 31.01% Reduce -1.7% 1,430,668 $414.6M
Focus Partners Wealth 1.06% Add +4.5% 1,402,684 $406.5M
Corient Private Wealth LP 0.65% Add +16.1% 1,413,784 $392.6M
Wealthcare Capital Management LLC 37.61% Reduce -5.1% 1,288,159 $373.3M
Prime Capital Investment Advisors, LLC 5.28% Reduce -2.7% 1,254,866 $363.7M
Foster Group, Inc. 13.86% Reduce -1.6% 1,253,693 $363.3M
Truepoint, Inc. 9.65% Reduce -1.6% 1,244,535 $360.7M
Sageworth Trust Co 21.81% Reduce -2.7% 1,217,312 $352.8M
Mercer Global Advisors Inc. 0.83% Add +216.6% 1,180,761 $342.0M
Wealthspire Advisors, LLC 3.30% Add +3.5% 1,146,397 $332.2M
Vista Capital Partners, Inc. 38.29% Reduce -1.2% 1,135,632 $329.1M
FMR LLC 0.02% Add +8.0% 1,084,516 $314.3M
Provida Pension Fund Administrator 6.34% Add +202.0% 1,072,727 $310.8M
Novo Holdings A/S 18.22% No change 1,038,550 $301.0M
Wealth Enhancement Advisory Services, LLC 0.56% Add +18.4% 1,012,869 $293.5M
Envestnet Portfolio Solutions, Inc. 0.91% Reduce -2.8% 962,533 $279.0M
Capstone Financial Advisors, Inc. 17.03% Add +2.1% 950,803 $275.6M
Bank of Montreal 0.14% Add +8.8% 944,714 $273.8M
Tiaa Trust, National Association 0.80% Reduce -1.2% 910,595 $263.9M
Gibson Capital, LLC 53.94% Reduce -2.3% 910,030 $263.7M
Caprock Group, LLC 8.56% Add +12.1% 903,981 $262.0M
NorthCoast Asset Management LLC 1.28% Add +8.3% 901,632 $261.3M
Northwestern Mutual Wealth Management Co. 0.22% Add +3.1% 897,704 $260.2M
Elm Partners Management LLC 17.75% Add +12.3% 896,652 $259.9M
First Business Financial Services, Inc. 25.19% Add +0.1% 878,973 $254.7M
Cresset Asset Management, LLC 1.20% Reduce -2.1% 859,370 $249.1M
Stephens Inc. 3.46% Reduce -1.7% 852,185 $247.0M
Ritholtz Wealth Management 7.11% Add +1.7% 834,915 $242.0M
Citigroup Inc. 0.23% Add +1.3% 826,751 $239.6M
Lincoln National Corp. 7.70% Reduce -35.0% 825,818 $239.3M
Balyasny Asset Management L.P. 0.55% Reduce -10.4% 805,819 $233.5M
Symetra Investment Management Co 57.58% Add +30.0% 802,340 $232.5M
Moss Adams Wealth Advisors LLC 23.97% Add +1.8% 782,458 $226.8M
Investure, LLC 13.37% Reduce -7.7% 779,296 $225.8M
Hardy Reed LLC 19.19% Add +1.1% 751,596 $217.8M
Two Sigma Investments, LP 0.52% Add +210.1% 743,850 $215.6M
Verus Financial Partners, Inc. 23.80% Reduce -0.9% 737,905 $212.0M
Oxford Financial Group, LTD. LLC 13.66% Add +3.5% 727,922 $211.0M
Cabot-Wellington, LLC 77.66% Reduce -0.8% 705,090 $204.3M
Tidal Investments LLC 1.66% Reduce -2.6% 696,918 $202.0M
Baird Financial Group, Inc. 0.38% Add +3.1% 687,010 $199.1M
Stifel Financial Corp. 0.21% Add +2.5% 682,806 $197.9M
Kestra Advisory Services, LLC 1.07% Reduce -5.4% 672,659 $194.9M
Boston Standard Wealth Management, LLC 37.31% Reduce -0.1% 662,446 $192.0M
Tanglewood Wealth Management, Inc. 21.79% Reduce -2.1% 652,748 $189.2M
SBI Securities Co., Ltd. 5.78% — 647,462 $187.6M
Rebalance, LLC 14.02% Reduce -1.0% 647,383 $187.6M
Agf Management Ltd. 0.93% Add +0.9% 640,487 $185.4M
Truist Financial Corp. 0.29% Add +8.3% 632,766 $183.4M
N.E.W. Advisory Services LLC 16.82% Add +21.8% 611,106 $177.1M
Allen Investment Management, LLC 2.03% Add +1.7% 605,951 $175.6M
Captrust Financial Advisors 0.50% Reduce -0.3% 602,972 $174.7M
Pathstone Holdings, LLC 0.77% Add +2.5% 602,333 $174.6M
Rockefeller Capital Management L.P. 0.44% Add +6.0% 591,950 $171.6M
PrairieView Partners, LLC 17.37% Add +0.3% 573,156 $166.1M

"% 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 3,177 holders