Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$889
+76.4%
4,267
+86.5%
0.00%
+50.0%
Q2 2023$504
+35.5%
2,288
+29.6%
0.00%
+100.0%
Q1 2023$372
+10.4%
1,765
+6.7%
0.00%0.0%
Q4 2022$337
-99.9%
1,654
-24.6%
0.00%
-50.0%
Q4 2021$559,000
+11.1%
2,194
+3.2%
0.00%0.0%
Q3 2021$503,000
+2.0%
2,125
+2.4%
0.00%0.0%
Q2 2021$493,000
+43.7%
2,076
-0.7%
0.00%0.0%
Q2 2020$343,0002,0910.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders