Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,633 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
Q2 2024$5,500
+180.9%
22,716
+189.8%
0.01%
+180.0%
Q1 2024$1,958
+127.4%
7,838
+111.7%
0.01%
+150.0%
Q4 2023$861
-3.1%
3,702
-13.2%
0.00%
-33.3%
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 ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders