Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$51,550
-0.5%
189,305
+3.4%
0.16%
+1.9%
Q2 2023$51,795
+16.9%
183,048
+3.0%
0.16%
+11.9%
Q1 2023$44,312
+21.2%
177,646
+3.6%
0.14%
+14.4%
Q4 2022$36,552
-99.9%
171,516
+0.7%
0.12%
-8.1%
Q3 2022$37,972,0000.0%170,3630.0%0.14%0.0%
Q2 2022$37,972,000
-13.5%
170,363
+11.6%
0.14%
-2.9%
Q1 2022$43,912,000
-9.1%
152,685
+1.4%
0.14%
-6.7%
Q4 2021$48,310,000
+13.3%
150,546
+2.4%
0.15%
+4.9%
Q3 2021$42,643,000
+9.1%
146,958
+7.8%
0.14%
+7.5%
Q2 2021$39,094,000
+19.0%
136,307
+6.7%
0.13%
+7.3%
Q1 2021$32,851,000
+15.7%
127,806
+14.0%
0.12%
+4.2%
Q4 2020$28,397,000
+23.2%
112,089
+10.7%
0.12%
+5.3%
Q3 2020$23,051,000
+25.2%
101,272
+11.1%
0.11%
+15.3%
Q2 2020$18,416,000
+50.6%
91,130
+16.8%
0.10%
+28.9%
Q1 2020$12,230,000
-5.4%
78,050
+9.9%
0.08%
+13.4%
Q4 2019$12,933,000
+37.4%
70,993
+23.2%
0.07%
+26.4%
Q3 2019$9,413,0000.0%57,6090.0%0.05%0.0%
Q2 2019$9,413,000
+14.3%
57,609
+9.4%
0.05%
+6.0%
Q1 2019$8,238,000
+32.8%
52,667
+14.0%
0.05%
+13.6%
Q4 2018$6,204,000
-5.8%
46,183
+12.9%
0.04%
+2.3%
Q3 2018$6,586,000
+9.2%
40,898
+1.6%
0.04%0.0%
Q2 2018$6,029,000
+9.1%
40,241
+3.6%
0.04%
+7.5%
Q1 2018$5,525,000
+35.6%
38,835
+34.0%
0.04%
+21.2%
Q4 2017$4,075,000
+24.6%
28,974
+17.6%
0.03%
+10.0%
Q3 2017$3,271,000
+20.1%
24,637
+14.9%
0.03%
+7.1%
Q2 2017$2,724,000
+26.3%
21,442
+20.9%
0.03%
+7.7%
Q1 2017$2,157,000
+88.1%
17,729
+72.2%
0.03%
+52.9%
Q4 2016$1,147,000
+155.5%
10,293
+157.3%
0.02%
+112.5%
Q3 2016$449,000
-7.6%
4,001
-11.8%
0.01%
-20.0%
Q2 2016$486,000
+6.1%
4,538
+5.4%
0.01%
-9.1%
Q1 2016$458,000
+0.9%
4,305
+0.9%
0.01%
-21.4%
Q4 2015$454,0004,2670.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders