Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 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 Q2 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders