Ownership history in BetterWealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in VANGUARD INDEX FDS (VOO). 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 | 2,766 | +1 | +0.0% | 0.40% | $1.7M | $627.13 |
| 2025 Q3 | ADDED | 2,765 | +35 | +1.3% | 0.40% | $1.7M | $610.65 |
| 2025 Q2 | UNCHANGED | 2,730 | — | 0% | 0.40% | $1.6M | $564.81 |
| 2025 Q1 | REDUCED | 2,730 | -20 | -0.7% | 0.39% | $1.4M | $509.43 |
As of 2025 Q4 — sorted by position size