Betterment LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 9 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$609
-2.6%
12,067
+2.6%
0.00%0.0%
Q2 2023$625
-93.4%
11,762
-93.5%
0.00%
-93.5%
Q1 2023$9,506
+1.2%
181,558
-4.9%
0.03%
-3.1%
Q4 2022$9,389
-99.9%
190,877
-8.1%
0.03%
-11.1%
Q3 2022$10,190,0000.0%207,7860.0%0.04%0.0%
Q2 2022$10,190,000
-19.6%
207,786
-6.2%
0.04%
-10.0%
Q1 2022$12,670,000
-16.8%
221,504
-9.8%
0.04%
-14.9%
Q4 2021$15,232,000
-4.3%
245,595
-4.8%
0.05%
-11.3%
Q3 2021$15,921,000
-20.9%
257,870
-17.8%
0.05%
-23.2%
Q2 2021$20,116,000313,5710.07%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders