Betterment LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$917
-8.6%
5,020
-2.7%
0.00%0.0%
Q2 2023$1,003
+50.6%
5,159
+49.9%
0.00%
+50.0%
Q1 2023$666
-56.3%
3,442
-56.7%
0.00%
-60.0%
Q4 2022$1,5237,9490.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 254,721$43,759,00012.65%
BCM ADVISORS, LLC 217,010$41,058,00012.08%
Weitzel Financial Services, Inc. 73,185$12,572,537,0008.83%
Blackston Financial Advisory Group, LLC 58,962$11,094,0007.81%
Blankinship & Foster, LLC 88,914$15,274,0007.42%
Beacon Capital Management, LLC 105,628$19,577,0006.52%
Milestone Advisory Partners 49,727$8,543,0006.41%
Curtis Advisory Group, LLC 90,000$15,461,0006.35%
SELDON CAPITAL LP 49,593$8,520,0006.08%
Elwood & Goetz Wealth Advisory Group, LLC 99,623$17,114,0005.78%
View complete list of VANGUARD WORLD FDS shareholders