Ownership history in BetterWealth, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in VANGUARD BD INDEX FDS (BSV). 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 | 274,869 | +14,423 | +5.5% | 4.94% | $21.7M | $78.30 |
| 2025 Q3 | ADDED | 260,446 | +15,210 | +6.2% | 4.89% | $20.6M | $77.38 |
| 2025 Q2 | ADDED | 245,236 | +16,043 | +7.0% | 4.94% | $19.3M | $76.42 |
| 2025 Q1 | ADDED | 229,193 | +5,157 | +2.3% | 5.03% | $17.9M | $75.30 |
| 2024 Q4 | ADDED | 224,036 | +12,792 | +6.1% | 4.77% | $17.3M | $73.88 |
| 2024 Q3 | ADDED | 211,244 | +14,378 | +7.3% | 4.91% | $16.6M | $74.34 |
| 2024 Q2 | ADDED | 196,866 | +20,909 | +11.9% | 4.81% | $15.1M | $71.83 |
| 2024 Q1 | ADDED | 175,957 | +6,782 | +4.0% | 4.39% | $13.5M | $71.22 |
| 2023 Q4 | REDUCED | 169,175 | -1,802 | -1.1% | 4.46% | $13.0M | $71.18 |
| 2023 Q3 | ADDED | 170,977 | +1,829 | +1.1% | 5.18% | $12.9M | $68.80 |
As of 2025 Q4 — sorted by position size