Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$93,508
-6.2%
238,116
-2.8%
0.30%
-4.2%
Q2 2023$99,730
+19.8%
244,868
+10.6%
0.31%
+14.4%
Q1 2023$83,225
+11.2%
221,301
+3.9%
0.27%
+5.1%
Q4 2022$74,837
-99.9%
213,004
+35.6%
0.26%
+31.8%
Q3 2022$54,481,0000.0%157,0610.0%0.20%0.0%
Q2 2022$54,481,000
-17.3%
157,061
-1.1%
0.20%
-7.1%
Q1 2022$65,912,000
+24.0%
158,758
+30.4%
0.21%
+27.3%
Q4 2021$53,136,000
+21.6%
121,712
+9.9%
0.16%
+13.0%
Q3 2021$43,692,000
+6.0%
110,782
+5.8%
0.15%
+4.3%
Q2 2021$41,215,000
+3.3%
104,735
-4.4%
0.14%
-6.7%
Q1 2021$39,892,000
+2.3%
109,503
-3.5%
0.15%
-8.0%
Q4 2020$39,004,000
+7.7%
113,487
-3.6%
0.16%
-8.4%
Q3 2020$36,215,000
+8.3%
117,715
-0.2%
0.18%0.0%
Q2 2020$33,433,000
-4.6%
117,959
-20.3%
0.18%
-18.3%
Q1 2020$35,041,000
+168.9%
147,966
+235.9%
0.22%
+225.4%
Q4 2019$13,031,000
+10.2%
44,053
+0.2%
0.07%0.0%
Q3 2019$11,830,0000.0%43,9540.0%0.07%0.0%
Q2 2019$11,830,000
+11.8%
43,954
+7.8%
0.07%
+4.7%
Q1 2019$10,579,000
+6.7%
40,761
-5.5%
0.06%
-8.6%
Q4 2018$9,912,000
+78.5%
43,131
+107.5%
0.07%
+94.4%
Q3 2018$5,552,000
+1.4%
20,791
-5.3%
0.04%
-7.7%
Q2 2018$5,477,000
+5.6%
21,952
+2.8%
0.04%
+2.6%
Q1 2018$5,188,000
+1601.0%
21,357
+1616.8%
0.04%
+1800.0%
Q4 2017$305,000
+38.6%
1,244
+30.5%
0.00%0.0%
Q3 2017$220,000
+4.3%
953
+0.4%
0.00%0.0%
Q2 2017$211,000
+2.4%
949
-0.5%
0.00%0.0%
Q1 2017$206,000
-1.0%
954
-5.8%
0.00%
-33.3%
Q4 2016$208,000
+2.5%
1,013
-0.8%
0.00%0.0%
Q3 2016$203,000
-15.1%
1,021
-20.0%
0.00%
-57.1%
Q4 2015$239,0001,2770.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders