VG Morningstar TS MKT ETF-USVTIETF
13F holders, Q1 2025 (March 31)3,162holders −15
116new positions
112sold out
6famous investors
$270.48avg. 13F price*
At the end of Q1 2025, 3,162 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, down 15 from Q4 2024. 116 opened new positions and 112 sold out. The largest holders were Vanguard Group Inc. ($15.4B), Rakuten Investment Management, Inc. ($12.4B) and Betterment LLC ($7.2B). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- VG Morningstar TS MKT ETF-US
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908769
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $345.6M |
| Exits | 112 | $269.7M |
All 13F filers, Q4 2024 → Q1 2025: 22,029,064 shares bought and 15,158,133 shares sold, net +6,870,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,162 holders
| Vanguard Group Inc. | 0.28% | Add +4.1% | 55,916,401 | $15.4B |
| Rakuten Investment Management, Inc. | 56.90% | — | 45,463,779 | $12.4B |
| Betterment LLC | 17.01% | Reduce -3.2% | 26,094,613 | $7.2B |
| Wealthfront Advisers LLC | 11.78% | Add +2.2% | 15,971,439 | $4.4B |
| Morgan Stanley | 0.26% | Add +4.4% | 13,389,185 | $3.7B |
| Bank of America Corp. | 0.32% | Add +0.1% | 13,174,684 | $3.6B |
| LPL Financial LLC | 1.39% | Add +0.7% | 12,996,720 | $3.6B |
| WealthNavi Inc. | 35.04% | Add +3.1% | 11,457,212 | $3.1B |
| Northern Trust Corp. | 0.40% | Add +4.0% | 9,763,667 | $2.7B |
| HB Wealth Management, LLC | 18.71% | Add +7.4% | 8,458,435 | $2.2B |
| Allworth Financial LP | 12.41% | Add +1.6% | 8,183,514 | $2.2B |
| Creative Planning | 1.69% | Reduce -1.2% | 6,539,772 | $1.8B |
| Envestnet Asset Management Inc. | 0.53% | Reduce -5.8% | 6,033,670 | $1.7B |
| Wells Fargo & Company | 0.39% | Reduce -0.0% | 5,884,806 | $1.6B |
| Ballentine Partners, LLC | 27.90% | Reduce -0.6% | 5,856,519 | $1.6B |
| Forvis Mazars Wealth Advisors, LLC | 29.39% | Add +5.4% | 4,458,757 | $1.2B |
| JPMorgan Chase & Co. | 0.09% | Add +21.1% | 4,424,403 | $1.2B |
| Royal Bank of Canada | 0.27% | Add +59.7% | 4,370,813 | $1.2B |
| UBS Group AG | 0.25% | Reduce -2.1% | 4,162,331 | $1.1B |
| Nissay Asset Management Corp. /Japan | 7.05% | No change | 3,944,205 | $1.1B |
| Sequoia Financial Advisors, LLC | 7.34% | Add +7.8% | 3,458,636 | $950.6M |
| Raymond James Financial Inc. | 0.33% | Add +2.8% | 3,144,830 | $864.3M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6.63% | No change | 2,686,800 | $738.4M |
| SCS Capital Management LLC | 8.98% | Add +21.4% | 2,567,844 | $705.7M |
| Commonwealth Equity Services, LLC | 1.00% | Add +12.0% | 2,560,845 | $703.8M |
| PNC Financial Services Group, Inc. | 0.37% | Add +4.7% | 2,549,338 | $700.7M |
| Ameriprise Financial Inc. | 0.18% | Add +1.8% | 2,441,886 | $669.5M |
| Goldman Sachs Group Inc. | 0.12% | Add +18.7% | 2,343,117 | $644.0M |
| Cetera Investment Advisers | 1.23% | Add +4.0% | 2,310,153 | $634.9M |
| Wealthspire Advisors, LLC | 3.72% | Add +97.7% | 2,266,924 | $623.0M |
| US Bancorp \de | 0.81% | Add +0.5% | 2,217,078 | $609.3M |
| Bank of New York Mellon Corp | 0.12% | Reduce -16.7% | 2,158,878 | $593.3M |
| Cambridge Investment Research Advisors, Inc. | 1.86% | Add +1.3% | 2,007,919 | $551.9M |
| Brown Advisory Inc. | 0.74% | Reduce -3.6% | 1,881,221 | $517.0M |
| Facet Wealth, Inc. | 12.80% | Reduce -5.5% | 1,782,954 | $494.3M |
| State of New Jersey Common Pension Fund D | 2.12% | Reduce -2.7% | 1,714,970 | $471.3M |
| State of Tennessee, Department of Treasury | 1.75% | Add +4.7% | 1,661,421 | $456.6M |
| Osaic Holdings, Inc. | 1.02% | Add +14.9% | 1,657,576 | $455.8M |
| Mariner, LLC | 0.75% | Add +2.6% | 1,631,814 | $448.4M |
| Cerity Partners LLC | 0.92% | Add +3.6% | 1,630,879 | $448.2M |
| HighTower Advisors, LLC | 0.60% | Reduce -0.2% | 1,618,346 | $444.8M |
| Empower Advisory Group, LLC | 1.39% | Reduce -6.9% | 1,553,459 | $427.0M |
| Summit Financial, LLC | 11.70% | Add +2.3% | 1,517,901 | $417.2M |
| Savant Capital, LLC | 3.37% | Reduce -30.6% | 1,449,571 | $398.4M |
| Patriot Investment Management Group, Inc. | 29.82% | Add +1.0% | 1,444,787 | $397.1M |
| Mercer Global Advisors Inc. | 0.87% | Add +17.3% | 1,384,395 | $380.3M |
| Balyasny Asset Management L.P. | 0.94% | Add +66.8% | 1,344,381 | $369.5M |
| Ellevest, Inc. | 23.73% | Reduce -13.4% | 1,295,525 | $356.1M |
| Foster Group, Inc. | 13.11% | Add +1.6% | 1,274,391 | $350.3M |
| Prime Capital Investment Advisors, LLC | 4.00% | Reduce -0.7% | 1,246,448 | $342.6M |
| Wealthcare Capital Management LLC | 34.37% | Reduce -4.3% | 1,233,069 | $338.9M |
| Truepoint, Inc. | 9.17% | Reduce -1.1% | 1,230,413 | $338.2M |
| FMR LLC | 0.02% | Add +8.7% | 1,178,714 | $324.0M |
| Sageworth Trust Co | 20.12% | Reduce -3.3% | 1,177,538 | $323.6M |
| Corient Private Wealth LP | 0.51% | Reduce -19.9% | 1,132,614 | $311.3M |
| Vista Capital Partners, Inc. | 37.76% | Reduce -0.4% | 1,131,593 | $311.0M |
| Focus Partners Wealth | 0.77% | Reduce -19.9% | 1,122,829 | $308.6M |
| Private Advisor Group, LLC | 1.85% | Reduce -48.9% | 1,115,124 | $306.5M |
| Wealth Enhancement Advisory Services, LLC | 0.56% | Add +5.7% | 1,070,903 | $294.3M |
| Ritholtz Wealth Management | 8.74% | Add +27.5% | 1,064,573 | $292.6M |
| Novo Holdings A/S | 21.71% | No change | 1,038,550 | $285.4M |
| Capstone Financial Advisors, Inc. | 16.60% | Add +1.1% | 960,904 | $264.1M |
| Symetra Investment Management Co | 64.04% | Add +18.1% | 947,140 | $260.3M |
| NorthCoast Asset Management LLC | 1.25% | Add +0.1% | 902,865 | $248.1M |
| First Business Financial Services, Inc. | 24.39% | Add +2.7% | 902,459 | $248.0M |
| Bank of Montreal | 0.13% | Reduce -5.0% | 897,227 | $246.6M |
| Tiaa Trust, National Association | 0.77% | Reduce -1.6% | 896,014 | $246.3M |
| Gibson Capital, LLC | 51.39% | Reduce -2.4% | 888,197 | $244.1M |
| Northwestern Mutual Wealth Management Co. | 0.20% | Reduce -1.1% | 887,462 | $243.9M |
| Caprock Group, LLC | 7.29% | Reduce -3.8% | 869,795 | $239.1M |
| Cresset Asset Management, LLC | 1.17% | Reduce -1.2% | 849,423 | $233.5M |
| Citigroup Inc. | 0.17% | Add +0.6% | 831,598 | $228.6M |
| Moss Adams Wealth Advisors LLC | 23.86% | Add +5.4% | 824,580 | $226.6M |
| Lincoln National Corp. | 7.28% | Reduce -0.4% | 822,449 | $226.0M |
| Stephens Inc. | 3.29% | Reduce -4.1% | 817,618 | $224.7M |
| Oxford Financial Group, LTD. LLC | 15.56% | Add +10.9% | 807,222 | $221.9M |
| Investure, LLC | 14.36% | Add +1.4% | 790,401 | $217.2M |
| Hardy Reed LLC | 18.77% | Add +3.0% | 774,474 | $212.9M |
| Baird Financial Group, Inc. | 0.40% | Add +10.5% | 759,147 | $208.6M |
| N.E.W. Advisory Services LLC | 15.86% | Add +23.4% | 754,019 | $207.2M |
| Tidal Investments LLC | 1.73% | Add +6.6% | 742,994 | $204.2M |
| Verus Financial Partners, Inc. | 22.44% | Add +1.1% | 746,116 | $196.7M |
| Cabot-Wellington, LLC | 70.74% | Reduce -0.9% | 698,547 | $192.0M |
| Stifel Financial Corp. | 0.20% | Add +0.9% | 689,029 | $189.4M |
| Truist Financial Corp. | 0.30% | Add +8.3% | 685,224 | $188.3M |
| Pathstone Holdings, LLC | 0.81% | Add +12.5% | 677,420 | $186.1M |
| Ieq Capital, LLC | 1.48% | Add +136.5% | 676,280 | $185.9M |
| Captrust Financial Advisors | 0.46% | Add +10.5% | 666,306 | $183.1M |
| Two Sigma Investments, LP | 0.41% | Reduce -10.8% | 663,327 | $182.3M |
| Rebalance, LLC | 13.33% | Add +1.8% | 658,888 | $181.1M |
| Agf Management Ltd. | 0.93% | Add +0.1% | 641,133 | $176.0M |
| SBI Securities Co., Ltd. | 5.87% | Reduce -1.1% | 640,417 | $176.0M |
| Envestnet Portfolio Solutions, Inc. | 0.67% | Reduce -34.0% | 634,954 | $174.5M |
| Boston Standard Wealth Management, LLC | 37.80% | Reduce -3.0% | 642,752 | $171.9M |
| Provida Pension Fund Administrator | 3.41% | Reduce -42.6% | 615,248 | $169.0M |
| Rockefeller Capital Management L.P. | 0.42% | Add +3.8% | 614,167 | $168.8M |
| AQR Capital Management | 0.17% | Add +33.6% | 610,711 | $167.8M |
| Allen Investment Management, LLC | 1.94% | Reduce -0.1% | 605,653 | $166.5M |
| Trilogy Capital Inc. | 8.73% | Add +238.9% | 605,509 | $166.4M |
| Plancorp, LLC | 6.48% | Add +16.7% | 594,756 | $163.5M |
"% 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.