Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,400,405
-3.3%
10,693,378
+2.2%
4.44%
-1.2%
Q2 2023$1,448,129
+6.0%
10,464,869
+2.7%
4.49%
+1.4%
Q1 2023$1,365,951
+1.1%
10,188,342
+2.0%
4.42%
-4.6%
Q4 2022$1,351,508
-99.9%
9,993,406
+1.2%
4.64%
+1.4%
Q3 2022$1,278,492,0000.0%9,871,0000.0%4.57%0.0%
Q2 2022$1,278,492,000
-15.3%
9,871,000
-2.1%
4.57%
-4.8%
Q1 2022$1,509,552,000
-1.9%
10,085,866
-1.5%
4.80%
+0.2%
Q4 2021$1,538,887,000
+8.7%
10,236,729
+0.9%
4.79%
+1.2%
Q3 2021$1,415,983,000
+0.3%
10,142,418
+0.9%
4.73%
-1.6%
Q2 2021$1,411,855,000
+7.5%
10,048,791
+3.1%
4.81%
-2.8%
Q1 2021$1,313,957,000
+19.1%
9,742,393
+5.0%
4.95%
+7.0%
Q4 2020$1,103,356,000
+21.0%
9,275,014
+3.1%
4.62%
+3.3%
Q3 2020$911,811,000
+9.0%
8,994,884
+2.9%
4.48%
+0.6%
Q2 2020$836,441,000
+33.6%
8,740,237
+13.5%
4.45%
+14.5%
Q1 2020$625,911,000
-34.2%
7,699,724
-3.5%
3.89%
-20.9%
Q4 2019$951,096,000
+14.6%
7,979,664
+7.0%
4.92%
+4.4%
Q3 2019$830,121,0000.0%7,455,7270.0%4.71%0.0%
Q2 2019$830,121,000
+6.8%
7,455,727
+3.5%
4.71%
+0.1%
Q1 2019$777,489,000
+19.2%
7,206,977
+5.2%
4.70%
+2.6%
Q4 2018$652,379,000
-15.4%
6,848,406
+0.4%
4.58%
-9.6%
Q3 2018$771,246,000
+13.7%
6,820,959
+11.1%
5.07%
+5.2%
Q2 2018$678,393,000
+6.5%
6,141,524
+5.9%
4.82%
+4.0%
Q1 2018$637,019,000
+9.1%
5,797,407
+10.8%
4.63%
-1.5%
Q4 2017$583,780,000
+32.8%
5,232,407
+25.7%
4.70%
+17.0%
Q3 2017$439,725,000
+14.9%
4,162,488
+11.9%
4.02%
+0.6%
Q2 2017$382,661,000
+16.7%
3,719,846
+15.7%
4.00%
+1.3%
Q1 2017$327,775,000
+25.5%
3,216,004
+19.6%
3.94%
+2.3%
Q4 2016$261,250,000
+17.3%
2,688,029
+12.9%
3.86%
+3.1%
Q3 2016$222,781,000
+25.8%
2,380,904
+19.8%
3.74%
+3.6%
Q2 2016$177,027,000
+25.3%
1,987,279
+22.5%
3.61%
+2.8%
Q1 2016$141,323,000
+30.8%
1,622,165
+29.1%
3.52%
+5.8%
Q4 2015$108,013,000
+28.7%
1,256,690
+24.7%
3.32%
+4.3%
Q3 2015$83,915,000
+8.8%
1,008,111
+18.3%
3.19%
-3.9%
Q2 2015$77,154,000
+50.3%
851,868
+52.5%
3.32%
+11.5%
Q1 2015$51,350,000
+84.0%
558,695
+79.0%
2.97%
+21.8%
Q4 2014$27,911,000312,1032.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders