Betterment LLC
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Betterment LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Betterment LLC’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2M Buy
315,442
+5,492
+2% +$422K 0.04% 100
2026
Q1 		$23.9M Buy
309,950
+5,758
+2% +$448K 0.05% 94
2025
Q4 		$23.7M Buy
304,192
+22,151
+8% +$1.73M 0.05% 94
2025
Q3 		$22M Buy
282,041
+19,017
+7% +$1.47M 0.04% 95
2025
Q2 		$20.3M Buy
263,024
+14,021
+6% +$1.07M 0.04% 92
2025
Q1 		$19.1M Buy
249,003
+29,302
+13% +$2.21M 0.05% 86
2024
Q4 		$16.4M Buy
219,701
+19,561
+10% +$1.49M 0.04% 85
2024
Q3 		$15.7M Buy
200,140
+14,705
+8% +$1.13M 0.04% 82
2024
Q2 		$13.9M Buy
185,435
+11,514
+7% +$856K 0.04% 77
2024
Q1 		$13.1M Buy
173,921
+6,786
+4% +$511K 0.04% 73
2023
Q4 		$12.8M Sell
167,135
-1,236
-0.7% -$90.5K 0.04% 62
2023
Q3 		$12.2M Sell
168,371
-1,825
-1% -$135K 0.04% 62
2023
Q2 		$12.8M Buy
170,196
+13,942
+9% +$1.06M 0.04% 61
2023
Q1 		$12M Buy
156,254
+2,124
+1% +$161K 0.04% 61
2022
Q4 		$11.5M Buy
154,130
+8,417
+6% +$624K 0.04% 58
2022
Q3 		$11.3M Hold
145,713
– – 0.04% 59
2022
Q2 		$11.3M Buy
145,713
+7,142
+5% +$560K 0.04% 59
2022
Q1 		$11.3M Buy
138,571
+1,233
+0.9% +$104K 0.04% 59
2021
Q4 		$12M Buy
137,338
+7,001
+5% +$621K 0.04% 58
2021
Q3 		$11.7M Buy
130,337
+28,992
+29% +$2.63M 0.04% 55
2021
Q2 		$9.12M Buy
101,345
+10,848
+12% +$969K 0.03% 59
2021
Q1 		$8.03M Buy
90,497
+10,209
+13% +$927K 0.03% 56
2020
Q4 		$7.46M Buy
80,288
+7,294
+10% +$679K 0.03% 57
2020
Q3 		$6.82M Buy
72,994
+13,535
+23% +$1.27M 0.03% 52
2020
Q2 		$5.54M Buy
59,459
+9,822
+20% +$899K 0.03% 54
2020
Q1 		$4.43M Buy
49,637
+5,551
+13% +$492K 0.03% 57
2019
Q4 		$3.85M Buy
44,086
+11,078
+34% +$970K 0.02% 57
2019
Q3 		$2.85M Hold
33,008
– – 0.02% 65
2019
Q2 		$2.85M Buy
33,008
+7,282
+28% +$615K 0.02% 65
2019
Q1 		$2.16M Buy
25,726
+3,327
+15% +$274K 0.01% 67
2018
Q4 		$1.82M Buy
22,399
+3,209
+17% +$257K 0.01% 67
2018
Q3 		$1.54M Buy
19,190
+1,177
+7% +$95.2K 0.01% 70
2018
Q2 		$1.46M Buy
18,013
+265
+1% +$21.4K 0.01% 66
2018
Q1 		$1.43M Buy
17,748
+3,584
+25% +$294K 0.01% 67
2017
Q4 		$1.19M Buy
14,164
+3,454
+32% +$291K 0.01% 55
2017
Q3 		$907K Buy
10,710
+2,370
+28% +$201K 0.01% 54
2017
Q2 		$705K Buy
8,340
+3,339
+67% +$282K 0.01% 49
2017
Q1 		$418K Buy
5,001
+2,470
+98% +$206K 0.01% 56
2016
Q4 		$210K Buy
+2,531
New +$215K ﹤0.01% 60

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC's BIV Position: Q2 2026 in Review

Betterment LLC increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.8% in Q2 2026, buying an estimated $422K and bringing the position to 315,442 shares worth $24.2M. The position accounts for 0.04% of the portfolio, ranked #100.

Betterment LLC first reported a position in BIV in Q4 2016 and has held it in 39 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Betterment LLC held 315,442 shares of Vanguard Intermediate-Term Bond ETF worth $24.2M as of Q2 2026.
  • Betterment LLC bought 5,492 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $422K.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of Betterment LLC's portfolio in Q2 2026, its #100 holding.
  • Betterment LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.