Betterment LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 309 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$11,466
-0.4%
163,131
+2.5%
0.03%
-3.2%
Q1 2024$11,513
+4.2%
159,173
+7.4%
0.03%
-3.1%
Q4 2023$11,051
+7.3%
148,183
-3.5%
0.03%
-3.0%
Q3 2023$10,295
+2.2%
153,515
+14.2%
0.03%
+6.5%
Q2 2023$10,072
+8.9%
134,435
+11.4%
0.03%
+3.3%
Q1 2023$9,252
+4.5%
120,716
-1.2%
0.03%0.0%
Q4 2022$8,855
-99.9%
122,241
+0.8%
0.03%
-14.3%
Q3 2022$9,670,0000.0%121,3050.0%0.04%0.0%
Q2 2022$9,670,000
-11.3%
121,305
+2.0%
0.04%0.0%
Q1 2022$10,906,000
-8.4%
118,940
+2.8%
0.04%
-5.4%
Q4 2021$11,904,000
+10.0%
115,662
+9.4%
0.04%
+2.8%
Q3 2021$10,819,000
+12.7%
105,722
+13.5%
0.04%
+9.1%
Q2 2021$9,601,000
+9.7%
93,185
+4.5%
0.03%0.0%
Q1 2021$8,755,000
+10.1%
89,209
+23.0%
0.03%0.0%
Q4 2020$7,950,000
+10.5%
72,509
+12.7%
0.03%
-5.7%
Q3 2020$7,194,000
+26.4%
64,328
+26.2%
0.04%
+16.7%
Q2 2020$5,691,000
+25.1%
50,970
+19.5%
0.03%
+7.1%
Q1 2020$4,550,000
+22.1%
42,638
+14.8%
0.03%
+47.4%
Q4 2019$3,725,000
+47.5%
37,127
+42.7%
0.02%
+35.7%
Q3 2019$2,525,0000.0%26,0170.0%0.01%0.0%
Q2 2019$2,525,000
+30.4%
26,017
+23.8%
0.01%
+16.7%
Q1 2019$1,936,000
+23.0%
21,007
+16.8%
0.01%
+9.1%
Q4 2018$1,574,000
+16.9%
17,991
+16.8%
0.01%
+22.2%
Q3 2018$1,347,000
+1.6%
15,409
+3.0%
0.01%0.0%
Q2 2018$1,326,000
+2.8%
14,959
+2.7%
0.01%0.0%
Q1 2018$1,290,000
+24.4%
14,562
+33.5%
0.01%
+12.5%
Q4 2017$1,037,000
+35.4%
10,908
+33.4%
0.01%
+14.3%
Q3 2017$766,000
+33.4%
8,174
+32.6%
0.01%
+16.7%
Q2 2017$574,000
+77.7%
6,164
+71.7%
0.01%
+50.0%
Q1 2017$323,0003,5900.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 287,191$22,010,31812.89%
Safir Wealth Advisors, LLC 73,339$5,620,7135.55%
Evolution Advisers, Inc. 83,696$6,4144.61%
Signify Wealth 65,107$4,989,8004.41%
Greystone Financial Group, LLC 206,219$15,804,6243.98%
Axiom Financial Strategies, LLC 92,007$7,051,4463.92%
Parker Financial LLC 55,902$4,293,7333.38%
Bay Harbor Wealth Management, LLC 90,509$6,936,6092.94%
HT Partners LLC 126,946$9,729,1412.87%
LINCOLN NATIONAL CORP 1,719,035$131,746,8562.77%
View complete list of VANGUARD BD INDEX FDS shareholders