Ownership history in Betterment LLC · 45 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in VANGUARD INDEX FDS (VBR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 3,019,666 | -80,400 | -2.6% | 1.22% | $639.5M | $211.79 |
| 2025 Q3 | REDUCED | 3,100,066 | -100,405 | -3.1% | 1.28% | $647.0M | $207.69 |
| 2025 Q2 | REDUCED | 3,200,471 | -152,582 | -4.6% | 1.33% | $624.1M | $193.19 |
| 2025 Q1 | REDUCED | 3,353,053 | -193,719 | -5.5% | 1.48% | $624.6M | $183.70 |
| 2024 Q4 | REDUCED | 3,546,772 | -151,010 | -4.1% | 1.68% | $702.9M | $194.15 |
| 2024 Q3 | REDUCED | 3,697,782 | -135,879 | -3.5% | 1.77% | $742.4M | $195.62 |
| 2024 Q2 | REDUCED | 3,833,661 | -427,944 | -10.0% | 1.81% | $699.7M | $177.05 |
| 2024 Q1 | REDUCED | 4,261,605 | -3,814,106 | -47.2% | 2.19% | $817.7M | $185.09 |
| 2023 Q4 | ADDED | 8,075,711 | +76,390 | +1.0% | 4.18% | $1.45B | $172.73 |
| 2023 Q3 | ADDED | 7,999,321 | +79,898 | +1.0% | 4.04% | $1.28B | $152.08 |
As of 2025 Q4 — sorted by position size