Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,754,714
-1.1%
12,721,775
+1.9%
5.56%
+1.1%
Q2 2023$1,774,903
+5.2%
12,490,519
+2.2%
5.50%
+0.7%
Q1 2023$1,687,134
-0.6%
12,215,873
+1.1%
5.46%
-6.1%
Q4 2022$1,696,616
-99.9%
12,086,745
-0.1%
5.82%
+2.0%
Q3 2022$1,595,113,0000.0%12,095,1870.0%5.70%0.0%
Q2 2022$1,595,113,000
-14.4%
12,095,187
-4.1%
5.70%
-3.8%
Q1 2022$1,863,237,000
-1.2%
12,608,182
-1.6%
5.93%
+1.0%
Q4 2021$1,885,776,000
+10.7%
12,818,815
+1.8%
5.87%
+3.1%
Q3 2021$1,704,152,000
+1.0%
12,588,848
+2.5%
5.70%
-0.9%
Q2 2021$1,687,598,000
+9.4%
12,277,012
+4.7%
5.75%
-1.0%
Q1 2021$1,542,034,000
+19.3%
11,730,064
+7.9%
5.81%
+7.1%
Q4 2020$1,292,950,000
+20.6%
10,868,780
+6.0%
5.42%
+3.0%
Q3 2020$1,071,780,000
+10.5%
10,255,289
+5.3%
5.26%
+1.9%
Q2 2020$969,942,000
+20.8%
9,739,354
+8.0%
5.16%
+3.5%
Q1 2020$803,082,000
-30.4%
9,017,317
-6.3%
4.99%
-16.4%
Q4 2019$1,153,587,000
+15.4%
9,625,260
+6.8%
5.96%
+5.2%
Q3 2019$999,943,0000.0%9,014,9960.0%5.67%0.0%
Q2 2019$999,943,000
+6.6%
9,014,996
+3.4%
5.67%
-0.1%
Q1 2019$938,319,000
+16.7%
8,718,009
+6.2%
5.67%
+0.4%
Q4 2018$804,379,000
-23.9%
8,212,138
-14.0%
5.65%
-18.7%
Q3 2018$1,056,787,000
-14.3%
9,548,133
-19.6%
6.95%
-20.7%
Q2 2018$1,233,474,000
-0.1%
11,879,745
-0.3%
8.76%
-2.4%
Q1 2018$1,234,573,000
+3.5%
11,915,576
+6.2%
8.98%
-6.5%
Q4 2017$1,192,429,000
-11.4%
11,215,470
-16.8%
9.60%
-21.9%
Q3 2017$1,345,544,000
+14.8%
13,479,707
+11.1%
12.30%
+0.5%
Q2 2017$1,171,701,000
+17.6%
12,134,431
+16.1%
12.24%
+2.1%
Q1 2017$996,481,000
+24.2%
10,448,583
+21.1%
11.99%
+1.2%
Q4 2016$802,221,000
+19.0%
8,625,107
+11.3%
11.85%
+4.7%
Q3 2016$674,035,000
+22.0%
7,747,527
+19.2%
11.32%
+0.4%
Q2 2016$552,268,000
+27.6%
6,498,030
+23.7%
11.27%
+4.6%
Q1 2016$432,921,000
+24.2%
5,254,528
+22.9%
10.77%
+0.5%
Q4 2015$348,448,000
+28.7%
4,274,384
+21.2%
10.72%
+4.3%
Q3 2015$270,706,000
+15.1%
3,527,113
+25.0%
10.28%
+1.7%
Q2 2015$235,263,000
+50.5%
2,822,595
+51.1%
10.11%
+11.7%
Q1 2015$156,317,000
+79.2%
1,867,590
+80.9%
9.05%
+18.7%
Q4 2014$87,215,0001,032,2537.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders