Betterment LLC
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Betterment LLC’s Vanguard Total Bond Market BND Stock Holding History

Betterment LLC’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118M Sell
1,601,843
-116,262
-7% -$8.63M 0.22% 42
2025
Q4 		$127M Sell
1,718,105
-118,793
-6% -$8.84M 0.24% 38
2025
Q3 		$137M Sell
1,836,898
-17,938
-1% -$1.32M 0.27% 35
2025
Q2 		$137M Buy
1,854,836
+146,769
+9% +$10.7M 0.29% 31
2025
Q1 		$125M Buy
1,708,067
+28,851
+2% +$2.09M 0.3% 33
2024
Q4 		$121M Buy
1,679,216
+86,538
+5% +$6.33M 0.29% 37
2024
Q3 		$120M Buy
1,592,678
+247,171
+18% +$18.3M 0.29% 37
2024
Q2 		$96.9M Sell
1,345,507
-45,079
-3% -$3.23M 0.25% 37
2024
Q1 		$101M Sell
1,390,586
-83,543
-6% -$6.06M 0.27% 36
2023
Q4 		$108M Sell
1,474,129
-20,075
-1% -$1.42M 0.31% 32
2023
Q3 		$104M Buy
1,494,204
+25,674
+2% +$1.83M 0.33% 32
2023
Q2 		$107M Buy
1,468,530
+26,233
+2% +$1.92M 0.33% 32
2023
Q1 		$106M Sell
1,442,297
-16,220
-1% -$1.19M 0.34% 32
2022
Q4 		$105M Sell
1,458,517
-59,122
-4% -$4.23M 0.36% 30
2022
Q3 		$114M Hold
1,517,639
– – 0.41% 28
2022
Q2 		$114M Sell
1,517,639
-20,420
-1% -$1.55M 0.41% 28
2022
Q1 		$122M Sell
1,538,059
-5,375
-0.3% -$439K 0.39% 29
2021
Q4 		$131M Sell
1,543,434
-37,675
-2% -$3.21M 0.41% 28
2021
Q3 		$135M Sell
1,581,109
-40,787
-3% -$3.52M 0.45% 28
2021
Q2 		$139M Sell
1,621,896
-45,182
-3% -$3.85M 0.47% 26
2021
Q1 		$141M Sell
1,667,078
-65,778
-4% -$5.67M 0.53% 25
2020
Q4 		$153M Sell
1,732,856
-69,885
-4% -$6.15M 0.64% 23
2020
Q3 		$159M Sell
1,802,741
-54,454
-3% -$4.83M 0.78% 20
2020
Q2 		$164M Sell
1,857,195
-67,548
-4% -$5.91M 0.87% 19
2020
Q1 		$164M Sell
1,924,743
-311,116
-14% -$26.4M 1.02% 22
2019
Q4 		$187M Sell
2,235,859
-121,632
-5% -$10.2M 0.97% 16
2019
Q3 		$196M Hold
2,357,491
– – 1.11% 17
2019
Q2 		$196M Sell
2,357,491
-80,494
-3% -$6.56M 1.11% 17
2019
Q1 		$198M Sell
2,437,985
-84,927
-3% -$6.78M 1.2% 16
2018
Q4 		$200M Sell
2,522,912
-154,562
-6% -$12.1M 1.4% 15
2018
Q3 		$211M Sell
2,677,474
-103,854
-4% -$8.21M 1.39% 17
2018
Q2 		$220M Sell
2,781,328
-68,258
-2% -$5.4M 1.56% 13
2018
Q1 		$225M Sell
2,849,586
-192,315
-6% -$15.4M 1.64% 13
2017
Q4 		$248M Sell
3,041,901
-224,302
-7% -$18.3M 2% 11
2017
Q3 		$268M Buy
3,266,203
+360,752
+12% +$29.6M 2.45% 10
2017
Q2 		$238M Buy
2,905,451
+371,748
+15% +$30.4M 2.48% 10
2017
Q1 		$205M Buy
2,533,703
+466,308
+23% +$37.7M 2.47% 10
2016
Q4 		$167M Buy
2,067,395
+327,741
+19% +$26.8M 2.47% 10
2016
Q3 		$146M Buy
1,739,654
+357,449
+26% +$30.1M 2.46% 11
2016
Q2 		$117M Buy
1,382,205
+317,302
+30% +$26.4M 2.38% 12
2016
Q1 		$88.2M Buy
1,064,903
+249,469
+31% +$20.4M 2.19% 14
2015
Q4 		$65.9M Buy
815,434
+188,759
+30% +$15.4M 2.03% 12
2015
Q3 		$51.3M Buy
626,675
+121,053
+24% +$9.87M 1.95% 13
2015
Q2 		$41.1M Buy
505,622
+166,244
+49% +$13.7M 1.77% 12
2015
Q1 		$28.3M Buy
339,378
+129,261
+62% +$10.7M 1.64% 15
2014
Q4 		$17.3M Buy
+210,117
New +$17.3M 1.51% 16

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC's BND Position: Q1 2026 in Review

Betterment LLC reduced its Vanguard Total Bond Market (BND) stake by 6.8% in Q1 2026, selling an estimated $8.63M and leaving 1,601,843 shares worth $118M. The position accounts for 0.22% of the portfolio, ranked #42.

Betterment LLC first reported a position in BND in Q4 2014 and has held it in 46 quarters since. The position peaked at $268M in Q3 2017. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Betterment LLC held 1,601,843 shares of Vanguard Total Bond Market worth $118M as of Q1 2026.
  • Betterment LLC sold 116,262 Vanguard Total Bond Market shares in Q1 2026, an estimated $8.63M.
  • Vanguard Total Bond Market made up 0.22% of Betterment LLC's portfolio in Q1 2026, its #42 holding.
  • Betterment LLC first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 46 quarters since.
  • Betterment LLC's Vanguard Total Bond Market position peaked at $268M in Q3 2017.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.