Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,275,812
-2.6%
7,999,321
+1.0%
4.04%
-0.4%
Q2 2023$1,309,873
+7.6%
7,919,423
+3.3%
4.06%
+3.0%
Q1 2023$1,216,939
+2.7%
7,665,277
+2.8%
3.94%
-3.0%
Q4 2022$1,184,528
-99.9%
7,459,242
+2.6%
4.06%
+4.3%
Q3 2022$1,089,055,0000.0%7,269,0900.0%3.90%0.0%
Q2 2022$1,089,055,000
-15.5%
7,269,090
-0.8%
3.90%
-5.0%
Q1 2022$1,289,011,000
-1.9%
7,326,423
-0.3%
4.10%
+0.2%
Q4 2021$1,313,761,000
+5.5%
7,345,600
-0.2%
4.09%
-1.8%
Q3 2021$1,245,780,000
-2.1%
7,360,157
+0.5%
4.16%
-3.9%
Q2 2021$1,271,943,000
+6.6%
7,324,329
+1.7%
4.33%
-3.5%
Q1 2021$1,192,970,000
+17.4%
7,203,489
+0.8%
4.49%
+5.5%
Q4 2020$1,015,799,000
+28.8%
7,142,953
+0.2%
4.26%
+9.9%
Q3 2020$788,865,000
+6.3%
7,130,658
+2.8%
3.87%
-1.9%
Q2 2020$741,809,000
+38.3%
6,937,986
+14.9%
3.95%
+18.6%
Q1 2020$536,316,000
-32.1%
6,039,597
+4.8%
3.33%
-18.4%
Q4 2019$790,242,000
+12.9%
5,765,241
+7.5%
4.08%
+2.9%
Q3 2019$700,139,0000.0%5,363,4070.0%3.97%0.0%
Q2 2019$700,139,000
+6.4%
5,363,407
+4.9%
3.97%
-0.2%
Q1 2019$658,088,000
+19.0%
5,112,161
+5.4%
3.98%
+2.4%
Q4 2018$553,027,000
-15.2%
4,848,558
+3.6%
3.88%
-9.4%
Q3 2018$652,522,000
+10.6%
4,682,274
+7.7%
4.29%
+2.3%
Q2 2018$590,120,000
+9.9%
4,345,827
+5.1%
4.19%
+7.3%
Q1 2018$537,204,000
+9.4%
4,134,248
+11.8%
3.90%
-1.2%
Q4 2017$490,908,000
+28.3%
3,697,153
+23.4%
3.95%
+13.0%
Q3 2017$382,755,000
+15.4%
2,995,185
+11.0%
3.50%
+1.0%
Q2 2017$331,587,000
+16.2%
2,697,804
+16.1%
3.46%
+0.8%
Q1 2017$285,437,000
+19.4%
2,323,269
+17.6%
3.44%
-2.7%
Q4 2016$239,060,000
+20.7%
1,975,702
+10.4%
3.53%
+6.2%
Q3 2016$198,054,000
+24.6%
1,789,755
+18.6%
3.32%
+2.5%
Q2 2016$158,923,000
+25.5%
1,509,099
+21.4%
3.24%
+3.0%
Q1 2016$126,599,000
+37.4%
1,242,630
+33.2%
3.15%
+11.1%
Q4 2015$92,129,000
+27.3%
932,766
+24.9%
2.83%
+3.2%
Q3 2015$72,351,000
+4.1%
747,045
+15.9%
2.75%
-8.0%
Q2 2015$69,479,000
+51.8%
644,462
+54.1%
2.98%
+12.7%
Q1 2015$45,761,000
+87.6%
418,295
+81.4%
2.65%
+24.2%
Q4 2014$24,390,000230,5922.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders