Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,691
-1.6%
17,231
+5.5%
0.01%0.0%
Q2 2023$3,752
+12.4%
16,332
+5.9%
0.01%
+9.1%
Q1 2023$3,338
+6.3%
15,425
-1.5%
0.01%0.0%
Q4 2022$3,140
-99.9%
15,658
+8.7%
0.01%
+10.0%
Q3 2022$2,839,0000.0%14,4070.0%0.01%0.0%
Q2 2022$2,839,000
-14.3%
14,407
+7.9%
0.01%
-9.1%
Q1 2022$3,314,000
-8.7%
13,356
+3.7%
0.01%0.0%
Q4 2021$3,631,000
+12.7%
12,884
+12.0%
0.01%0.0%
Q3 2021$3,223,000
+33.0%
11,503
+37.5%
0.01%
+37.5%
Q2 2021$2,424,000
+89.2%
8,366
+79.4%
0.01%
+60.0%
Q1 2021$1,281,000
-5.9%
4,664
-8.3%
0.01%
-16.7%
Q4 2020$1,361,000
-3.2%
5,086
-22.2%
0.01%
-14.3%
Q3 2020$1,406,000
+13.0%
6,540
+5.0%
0.01%0.0%
Q2 2020$1,244,000
+44.7%
6,231
+8.9%
0.01%
+40.0%
Q1 2020$860,000
-27.1%
5,723
-3.6%
0.01%
-16.7%
Q4 2019$1,179,000
+26.8%
5,936
+18.9%
0.01%
+20.0%
Q3 2019$930,0000.0%4,9930.0%0.01%0.0%
Q2 2019$930,000
+13.0%
4,993
+9.0%
0.01%0.0%
Q1 2019$823,000
+32.5%
4,579
+11.1%
0.01%
+25.0%
Q4 2018$621,000
-16.0%
4,123
+4.5%
0.00%
-20.0%
Q3 2018$739,000
+22.1%
3,945
+14.5%
0.01%
+25.0%
Q2 2018$605,000
+17.7%
3,444
+10.1%
0.00%0.0%
Q1 2018$514,000
+34.9%
3,128
+31.9%
0.00%
+33.3%
Q4 2017$381,000
+41.6%
2,371
+34.5%
0.00%
+50.0%
Q3 2017$269,0001,7630.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders