Betterment LLC
BLV icon

Betterment LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Betterment LLC’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Buy
214,113
+5,808
+3% +$398K 0.03% 115
2026
Q1 		$14.3M Sell
208,305
-685
-0.3% -$47.8K 0.03% 119
2025
Q4 		$14.5M Buy
208,990
+4,959
+2% +$351K 0.03% 114
2025
Q3 		$14.5M Buy
204,031
+8,408
+4% +$584K 0.03% 107
2025
Q2 		$13.6M Buy
195,623
+6,694
+4% +$456K 0.03% 105
2025
Q1 		$13.3M Sell
188,929
-483
-0.3% -$33.5K 0.03% 94
2024
Q4 		$13M Buy
189,412
+18,053
+11% +$1.29M 0.03% 92
2024
Q3 		$12.9M Buy
171,359
+8,228
+5% +$605K 0.03% 90
2024
Q2 		$11.5M Buy
163,131
+3,958
+2% +$277K 0.03% 84
2024
Q1 		$11.5M Buy
159,173
+10,990
+7% +$793K 0.03% 79
2023
Q4 		$11.1M Sell
148,183
-5,332
-3% -$365K 0.03% 67
2023
Q3 		$10.3M Buy
153,515
+19,080
+14% +$1.36M 0.03% 66
2023
Q2 		$10.1M Buy
134,435
+13,719
+11% +$1.03M 0.03% 68
2023
Q1 		$9.25M Sell
120,716
-1,525
-1% -$115K 0.03% 69
2022
Q4 		$8.86M Buy
122,241
+936
+0.8% +$67.8K 0.03% 66
2022
Q3 		$9.67M Hold
121,305
– – 0.03% 66
2022
Q2 		$9.67M Buy
121,305
+2,365
+2% +$195K 0.03% 66
2022
Q1 		$10.9M Buy
118,940
+3,278
+3% +$313K 0.03% 61
2021
Q4 		$11.9M Buy
115,662
+9,940
+9% +$1.03M 0.04% 59
2021
Q3 		$10.8M Buy
105,722
+12,537
+13% +$1.32M 0.04% 58
2021
Q2 		$9.6M Buy
93,185
+3,976
+4% +$397K 0.03% 56
2021
Q1 		$8.76M Buy
89,209
+16,700
+23% +$1.71M 0.03% 54
2020
Q4 		$7.95M Buy
72,509
+8,181
+13% +$911K 0.03% 54
2020
Q3 		$7.19M Buy
64,328
+13,358
+26% +$1.52M 0.04% 50
2020
Q2 		$5.69M Buy
50,970
+8,332
+20% +$910K 0.03% 52
2020
Q1 		$4.55M Buy
42,638
+5,511
+15% +$576K 0.03% 55
2019
Q4 		$3.73M Buy
37,127
+11,110
+43% +$1.13M 0.02% 58
2019
Q3 		$2.52M Hold
26,017
– – 0.01% 68
2019
Q2 		$2.52M Buy
26,017
+5,010
+24% +$465K 0.01% 68
2019
Q1 		$1.94M Buy
21,007
+3,016
+17% +$267K 0.01% 69
2018
Q4 		$1.57M Buy
17,991
+2,582
+17% +$220K 0.01% 70
2018
Q3 		$1.35M Buy
15,409
+450
+3% +$39.8K 0.01% 71
2018
Q2 		$1.33M Buy
14,959
+397
+3% +$35.2K 0.01% 68
2018
Q1 		$1.29M Buy
14,562
+3,654
+33% +$333K 0.01% 68
2017
Q4 		$1.04M Buy
10,908
+2,734
+33% +$257K 0.01% 60
2017
Q3 		$766K Buy
8,174
+2,010
+33% +$188K 0.01% 61
2017
Q2 		$574K Buy
6,164
+2,574
+72% +$237K 0.01% 55
2017
Q1 		$323K Buy
+3,590
New +$322K ﹤0.01% 61

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC's BLV Position: Q2 2026 in Review

Betterment LLC increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.8% in Q2 2026, buying an estimated $398K and bringing the position to 214,113 shares worth $14.8M. The position accounts for 0.03% of the portfolio, ranked #115.

Betterment LLC first reported a position in BLV in Q1 2017 and has held it in 38 quarters since. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Betterment LLC held 214,113 shares of Vanguard Long-Term Bond ETF worth $14.8M as of Q2 2026.
  • Betterment LLC bought 5,808 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $398K.
  • Vanguard Long-Term Bond ETF made up 0.03% of Betterment LLC's portfolio in Q2 2026, its #115 holding.
  • Betterment LLC first reported a position in Vanguard Long-Term Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

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