Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,059
-2.8%
46,512
+2.6%
0.03%0.0%
Q2 2023$9,324
+14.3%
45,312
+8.2%
0.03%
+11.5%
Q1 2023$8,160
+6.5%
41,872
-1.8%
0.03%0.0%
Q4 2022$7,664
-99.9%
42,635
+1.8%
0.03%0.0%
Q3 2022$7,346,0000.0%41,8860.0%0.03%0.0%
Q2 2022$7,346,000
-2.4%
41,886
+24.0%
0.03%
+8.3%
Q1 2022$7,527,000
+101.4%
33,780
+130.1%
0.02%
+100.0%
Q4 2021$3,738,000
+3.1%
14,680
-4.4%
0.01%0.0%
Q3 2021$3,627,000
-5.7%
15,348
-5.7%
0.01%
-7.7%
Q2 2021$3,845,000
+6.0%
16,269
-3.8%
0.01%
-7.1%
Q1 2021$3,629,000
-5.6%
16,911
-6.7%
0.01%
-12.5%
Q4 2020$3,846,000
-7.6%
18,134
-21.5%
0.02%
-20.0%
Q3 2020$4,162,000
+16.1%
23,107
+6.4%
0.02%
+5.3%
Q2 2020$3,586,000
+45.1%
21,720
+11.3%
0.02%
+26.7%
Q1 2020$2,472,000
-28.6%
19,511
-10.6%
0.02%
-16.7%
Q4 2019$3,464,000
+26.8%
21,816
+19.3%
0.02%
+20.0%
Q3 2019$2,731,0000.0%18,2880.0%0.02%0.0%
Q2 2019$2,731,000
+14.6%
18,288
+9.5%
0.02%
+7.1%
Q1 2019$2,384,000
+36.0%
16,699
+14.0%
0.01%
+16.7%
Q4 2018$1,753,000
-11.6%
14,648
+5.3%
0.01%
-7.7%
Q3 2018$1,983,000
+15.6%
13,913
+9.0%
0.01%
+8.3%
Q2 2018$1,716,000
+13.3%
12,765
+8.3%
0.01%
+9.1%
Q1 2018$1,515,000
+33.8%
11,787
+33.0%
0.01%
+22.2%
Q4 2017$1,132,000
+45.3%
8,863
+38.6%
0.01%
+28.6%
Q3 2017$779,0006,3960.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Howard Capital Management Inc. 194,211$29,709,00013.18%
Truepoint, Inc. 917,596$137,006,00011.05%
Bryn Mawr Capital Management, LLC 74,417$11,111,0009.43%
Q3 Asset Management 47,896$3,874,0009.08%
Waverly Advisors, LLC 319,127$47,649,0007.10%
BHK Investment Advisors, LLC 76,071$11,358,0006.46%
HNP Capital LLC 63,183$9,434,0005.53%
Vectors Research Management, LLC 66,463$9,924,0005.36%
Community Financial Services Group, LLC 103,254$15,417,0005.27%
WoodTrust Financial Corp 63,206$9,437,0004.25%
View complete list of VANGUARD INDEX FDS shareholders