Ownership history in BetterWealth, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCIT). 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 | 54,599 | +4,345 | +8.6% | 1.04% | $4.6M | $83.12 |
| 2025 Q3 | ADDED | 50,254 | +2,617 | +5.5% | 1.01% | $4.2M | $82.18 |
| 2025 Q2 | ADDED | 47,637 | +1,417 | +3.1% | 1.01% | $4.0M | $80.05 |
| 2025 Q1 | ADDED | 46,220 | +121 | +0.3% | 1.06% | $3.8M | $78.01 |
| 2024 Q4 | ADDED | 46,099 | +855 | +1.9% | 1.02% | $3.7M | $76.02 |
| 2024 Q3 | ADDED | 45,244 | +1,693 | +3.9% | 1.12% | $3.8M | $78.14 |
| 2024 Q2 | ADDED | 43,551 | +2,727 | +6.7% | 1.11% | $3.5M | $73.76 |
| 2024 Q1 | ADDED | 40,824 | +1,412 | +3.6% | 1.07% | $3.3M | $73.47 |
| 2023 Q4 | ADDED | 39,412 | +652 | +1.7% | 1.10% | $3.2M | $73.67 |
| 2023 Q3 | ADDED | 38,760 | +1,722 | +4.6% | 1.19% | $2.9M | $67.91 |
As of 2025 Q4 — sorted by position size