VTV VANGUARD INDEX FDS

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 (VTV). 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.

Peak position
12.3% (2017 Q3)
Avg. % of fund
6.65%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,973,990 -106,045 -2.1% 1.81% $950.0M $190.99
2025 Q3 REDUCED 5,080,035 -116,545 -2.2% 1.87% $947.4M $185.53
2025 Q2 REDUCED 5,196,580 -28,896 -0.6% 1.96% $918.4M $174.94
2025 Q1 REDUCED 5,225,476 -223,195 -4.1% 2.14% $902.6M $170.05
2024 Q4 REDUCED 5,448,671 -340,576 -5.9% 2.20% $922.5M $165.69
2024 Q3 REDUCED 5,789,247 -182,210 -3.1% 2.41% $1.01B $169.87
2024 Q2 REDUCED 5,971,457 -528,569 -8.1% 2.48% $957.9M $155.27
2024 Q1 REDUCED 6,500,026 -6,211,709 -48.9% 2.84% $1.06B $156.64
2023 Q4 REDUCED 12,711,735 -10,040 -0.1% 5.47% $1.90B $142.89
2023 Q3 ADDED 12,721,775 +231,256 +1.9% 5.56% $1.75B $130.92
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTV price (monthly, adj. close)
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