Betterment LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,620 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,212
-2.2%
133,346
+2.9%
0.08%0.0%
Q2 2023$25,774
+12.0%
129,590
+6.8%
0.08%
+8.1%
Q1 2023$23,005
+6.3%
121,360
+2.9%
0.07%0.0%
Q4 2022$21,651
-99.9%
117,966
+37.0%
0.07%
+37.0%
Q3 2022$15,168,0000.0%86,1290.0%0.05%0.0%
Q2 2022$15,168,000
-19.8%
86,129
-3.2%
0.05%
-10.0%
Q1 2022$18,906,000
+4.9%
88,959
+11.5%
0.06%
+7.1%
Q4 2021$18,028,000
+10.4%
79,765
+6.8%
0.06%
+1.8%
Q3 2021$16,331,000
+15.7%
74,683
+19.1%
0.06%
+14.6%
Q2 2021$14,121,000
+19.6%
62,684
+13.7%
0.05%
+9.1%
Q1 2021$11,805,000
+27.9%
55,143
+16.3%
0.04%
+12.8%
Q4 2020$9,229,000
+36.2%
47,408
+7.6%
0.04%
+18.2%
Q3 2020$6,774,000
+19.7%
44,044
+13.4%
0.03%
+10.0%
Q2 2020$5,661,000
+3.1%
38,849
-18.3%
0.03%
-11.8%
Q1 2020$5,492,000
+17.6%
47,574
+68.8%
0.03%
+41.7%
Q4 2019$4,669,000
+22.3%
28,187
+15.7%
0.02%
+9.1%
Q3 2019$3,817,0000.0%24,3680.0%0.02%0.0%
Q2 2019$3,817,000
+5.9%
24,368
+3.3%
0.02%0.0%
Q1 2019$3,606,000
+24.7%
23,598
+7.7%
0.02%
+10.0%
Q4 2018$2,892,000
-6.3%
21,911
+15.5%
0.02%0.0%
Q3 2018$3,085,000
+5.7%
18,976
+1.2%
0.02%
-4.8%
Q2 2018$2,918,000
+4.8%
18,744
-0.7%
0.02%
+5.0%
Q1 2018$2,784,000
+43.8%
18,881
+44.1%
0.02%
+25.0%
Q4 2017$1,936,000
+14.1%
13,100
+9.1%
0.02%0.0%
Q3 2017$1,697,000
+84.1%
12,010
+76.6%
0.02%
+60.0%
Q2 2017$922,000
+36.2%
6,801
+33.9%
0.01%
+25.0%
Q1 2017$677,000
+88.6%
5,080
+82.3%
0.01%
+60.0%
Q4 2016$359,0002,7860.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders