VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q1 2026 (March 31)
3,583holders −4
109new positions
113sold out
5famous investors
$251.10avg. 13F price*

At the end of Q1 2026, 3,583 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, down 4 from Q4 2025. 109 opened new positions and 113 sold out. The largest holders were Rakuten Investment Management, Inc. ($31.1B), Vanguard Global Advisers, LLC ($11.8B) and Vanguard Advisers Inc. ($9.1B). 5 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions109$294.5M
Exits113$462.6M

All 13F filers, Q4 2025 → Q1 2026: 217,285,263 shares bought and 19,622,292 shares sold, net +197,662,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,583 holders

Rakuten Investment Management, Inc. 63.14% Add +100.0% 94,959,476 $31.1B
Vanguard Global Advisers, LLC 6.35% — 36,915,651 $11.8B
Vanguard Advisers Inc. 35.83% — 28,490,615 $9.1B
Betterment LLC 14.90% Reduce -2.6% 24,526,707 $7.9B
Wealthfront Advisers LLC 12.65% Reduce -0.3% 17,969,445 $5.8B
Morgan Stanley 0.28% Add +4.0% 14,341,153 $4.6B
Bank of America Corp. 0.34% Add +0.7% 14,287,409 $4.6B
WealthNavi Inc. 35.97% Add +4.4% 12,935,073 $4.1B
LPL Financial LLC 0.88% Reduce -26.7% 10,325,305 $3.3B
Northern Trust Corp. 0.41% Add +0.0% 9,715,051 $3.1B
Allworth Financial LP 11.09% Add +0.1% 8,504,378 $2.7B
HB Wealth Management, LLC 17.28% Add +0.9% 8,726,405 $2.7B
Creative Planning 1.33% Add +0.9% 6,120,710 $2.0B
Envestnet Asset Management Inc. 0.52% Add +4.9% 6,031,021 $1.9B
Wells Fargo & Company 0.37% Add +1.6% 5,733,299 $1.8B
Ballentine Partners, LLC 24.75% Reduce -2.1% 5,541,921 $1.8B
Narodna banka Slovenska 58.71% — 5,654,304 $1.8B
Forvis Mazars Wealth Advisors, LLC 30.44% Add +3.0% 4,998,917 $1.6B
JPMorgan Chase & Co. 0.10% Reduce -3.3% 4,704,927 $1.5B
UBS Group AG 0.25% Add +8.9% 4,429,630 $1.4B
Sequoia Financial Advisors, LLC 6.81% Add +1.9% 3,787,743 $1.2B
Nissay Asset Management Corp. /Japan 6.23% No change 3,663,005 $1.2B
Cetera Investment Advisers 1.15% Add +3.5% 3,364,602 $1.1B
Raymond James Financial Inc. 0.29% Reduce -2.0% 2,952,890 $947.3M
Royal Bank of Canada 0.18% Reduce -4.3% 2,922,098 $937.4M
Goldman Sachs Group Inc. 0.12% Add +22.1% 2,904,307 $931.7M
Focus Partners Wealth 0.98% Add +7.7% 2,745,961 $881.4M
National Mutual Insurance Federation of Agricultural Cooperatives 6.64% No change 2,686,800 $862.0M
Osaic Holdings, Inc. 1.23% Reduce -0.4% 2,623,638 $841.9M
SCS Capital Management LLC 8.85% Add +2.5% 2,603,399 $835.2M
Savant Capital, LLC 4.03% Add +7.2% 2,597,185 $833.2M
SBI Okasan Asset Management Co.Ltd. 33.99% Add +25.9% 2,661,390 $829.5M
PNC Financial Services Group, Inc. 0.43% Reduce -0.8% 2,337,078 $749.8M
HighTower Advisors, LLC 0.76% Add +2.5% 2,237,801 $717.9M
Facet Wealth, Inc. 12.40% Add +3.1% 2,231,332 $715.8M
Brown Advisory Inc. 1.16% Add +1.7% 2,209,084 $708.7M
Cambridge Investment Research Advisors, Inc. 1.76% Add +2.5% 2,131,861 $683.9M
Mercer Global Advisors Inc. 0.98% Add +0.9% 2,070,334 $664.0M
US Bancorp \de 0.80% Add +1.7% 2,115,013 $655.7M
West Virginia University Foundation, Inc 39.60% Add +177.9% 2,025,931 $649.9M
Cerity Partners LLC 0.90% Add +5.8% 1,984,206 $637.0M
Commonwealth Equity Services, LLC 0.88% Reduce -15.1% 1,969,033 $631.7M
Ameriprise Financial Inc. 0.14% Reduce -12.2% 1,917,767 $615.3M
Corient Private Wealth LP 0.87% Add +0.5% 1,944,482 $605.3M
Mariner, LLC 0.69% Add +3.7% 1,854,681 $594.5M
Bank of New York Mellon Corp 0.10% Reduce -16.1% 1,735,083 $556.6M
Summit Financial, LLC 7.08% Add +4.2% 1,731,717 $555.6M
Cambridge Associates LLC /Ma/ 8.78% Reduce -0.6% 1,715,461 $550.3M
State of Tennessee, Department of Treasury 1.77% Add +3.6% 1,639,763 $526.1M
Ritholtz Wealth Management 8.76% Add +9.8% 1,574,393 $505.1M
FMR LLC 0.03% Add +9.1% 1,486,043 $476.7M
Patriot Investment Management Group, Inc. 30.05% Reduce -0.2% 1,466,525 $470.5M
Foster Group, Inc. 13.33% Add +3.9% 1,396,012 $447.9M
AQR Capital Management 0.20% Add +13.4% 1,391,096 $446.3M
Vanguard National Trust Co 26.56% — 1,313,941 $421.5M
Empower Advisory Group, LLC 1.08% Reduce -21.4% 1,301,303 $417.5M
Moss Adams Wealth Advisors LLC 29.56% Add +3.1% 1,259,916 $404.2M
Symetra Investment Management Co 34.27% Add +8.3% 1,233,045 $395.6M
Ieq Capital, LLC 1.81% Add +1.7% 1,218,091 $390.8M
Truepoint, Inc. 8.43% Reduce -1.2% 1,178,270 $378.0M
Private Advisor Group, LLC 1.77% Add +3.1% 1,175,472 $377.1M
Plancorp, LLC 10.67% Add +8.8% 1,119,760 $375.2M
Sageworth Trust Co 15.51% Reduce -2.3% 1,124,957 $360.9M
Vista Capital Partners, Inc. 36.08% Add +0.8% 1,117,965 $358.7M
Rockefeller Capital Management L.P. 0.63% Add +3.3% 1,103,126 $353.9M
Wealthcare Capital Management LLC 34.83% Reduce -0.8% 1,085,614 $348.3M
Prime Capital Investment Advisors, LLC 4.02% Reduce -2.7% 1,083,783 $347.7M
BlackRock, Inc. 0.01% Add +10.8% 1,083,012 $347.4M
Assetmark, Inc. 0.68% Add +1.3% 1,034,035 $331.7M
Beacon Pointe Advisors, LLC 1.75% Add +38.1% 1,026,467 $329.3M
Bank of Montreal 0.13% Add +2.7% 969,473 $311.0M
Capstone Financial Advisors, Inc. 16.75% Add +1.2% 969,374 $311.0M
Wealthspire Advisors, LLC 2.43% Reduce -2.5% 963,010 $308.9M
Elm Partners Management LLC 12.97% Reduce -3.6% 960,162 $299.3M
Baird Financial Group, Inc. 0.45% Add +3.1% 903,864 $290.0M
Quantinno Capital Management LP 0.48% Add +15.7% 900,091 $288.8M
Caprock Group, LLC 6.94% Reduce -0.4% 891,081 $285.9M
Cresset Asset Management, LLC 1.20% Add +5.0% 860,804 $276.2M
Gibson Capital, LLC 50.85% Reduce -1.1% 851,601 $273.2M
Norinchukin Bank, The 3.18% Add +7.6% 850,500 $272.8M
Verus Financial Partners, Inc. 24.02% Add +1.3% 773,864 $267.8M
Pathstone Holdings, LLC 1.06% Add +3.2% 833,032 $267.2M
Lincoln National Corp. 7.68% Add +0.7% 826,600 $265.2M
Northwestern Mutual Wealth Management Co. 0.16% Add +7.3% 817,443 $262.2M
Truist Financial Corp. 0.35% Add +11.8% 810,869 $260.1M
Vestmark Advisory Solutions, Inc. 2.87% Add +12.8% 806,789 $258.8M
Captrust Financial Advisors 0.45% Add +1.3% 799,543 $256.5M
Apella Capital, LLC 3.80% Add +6.0% 730,033 $255.9M
First Business Financial Services, Inc. 22.74% Add +1.1% 797,187 $255.7M
Laird Norton Wetherby Trust Company, LLC 5.52% Add +9.6% 789,042 $253.1M
Cabot-Wellington, LLC 73.94% Add +16.8% 779,153 $250.0M
Oxford Financial Group, LTD. LLC 13.38% Reduce -2.7% 774,422 $248.4M
Hardy Reed LLC 18.03% Add +0.9% 770,559 $247.2M
VestGen Advisors, LLC 6.87% Add +707.2% 675,470 $245.1M
N.E.W. Advisory Services LLC 18.21% Add +5.3% 759,045 $243.5M
Jones Financial Companies LLLP 0.12% Add +20.3% 773,538 $242.6M
Rebalance, LLC 13.79% Reduce -0.8% 740,556 $237.6M
Kestra Advisory Services, LLC 0.90% Add +29.3% 740,108 $237.4M
Stifel Financial Corp. 0.22% Add +0.6% 738,795 $237.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.86% — 695,186 $223.0M

"% 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 3,583 holders