Ownership history in Betterment LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in iShares (VLUE). 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 Q3 | REDUCED | 1,691 | -806 | -32.3% | 0.00% | $211K | $123.77 |
| 2025 Q2 | REDUCED | 2,497 | -4,660 | -65.1% | 0.00% | $283K | $111.44 |
| 2025 Q1 | REDUCED | 7,157 | -51 | -0.7% | 0.00% | $763K | $104.28 |
| 2024 Q4 | ADDED | 7,208 | +1,821 | +33.8% | 0.00% | $761K | $102.62 |
As of 2025 Q4 — sorted by position size