Ownership history in BetterWealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in VANGUARD BD INDEX FDS (BIV). 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 | ADDED | 464,919 | +24,530 | +5.6% | 8.26% | $36.2M | $77.36 |
| 2025 Q3 | ADDED | 440,389 | +13,785 | +3.2% | 8.19% | $34.4M | $76.51 |
| 2025 Q2 | ADDED | 426,604 | +21,166 | +5.2% | 8.45% | $33.0M | $75.01 |
| 2025 Q1 | ADDED | 405,438 | +8,467 | +2.1% | 8.71% | $31.0M | $73.51 |
| 2024 Q4 | INITIATED | 396,971 | — | — | 8.17% | $29.7M | $71.28 |
As of 2025 Q4 — sorted by position size