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 (VOE). 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 | 3,924,610 | -95,700 | -2.4% | 1.33% | $696.1M | $177.37 |
| 2025 Q3 | REDUCED | 4,020,310 | -113,154 | -2.7% | 1.39% | $701.9M | $173.67 |
| 2025 Q2 | REDUCED | 4,133,464 | -158,460 | -3.7% | 1.45% | $679.8M | $162.78 |
| 2025 Q1 | REDUCED | 4,291,924 | -217,175 | -4.8% | 1.63% | $689.0M | $158.07 |
| 2024 Q4 | REDUCED | 4,509,099 | -171,573 | -3.7% | 1.74% | $729.4M | $158.25 |
| 2024 Q3 | REDUCED | 4,680,672 | -161,506 | -3.3% | 1.87% | $784.8M | $163.02 |
| 2024 Q2 | REDUCED | 4,842,178 | -572,026 | -10.6% | 1.89% | $728.4M | $145.55 |
| 2024 Q1 | REDUCED | 5,414,204 | -5,415,689 | -50.0% | 2.26% | $844.1M | $149.97 |
| 2023 Q4 | ADDED | 10,829,893 | +136,515 | +1.3% | 4.52% | $1.57B | $138.82 |
| 2023 Q3 | ADDED | 10,693,378 | +228,509 | +2.2% | 4.44% | $1.40B | $124.39 |
As of 2025 Q4 — sorted by position size