Betterment LLC
BSV icon

Betterment LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Betterment LLC’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.7M Buy
663,160
+34,852
+6% +$2.72M 0.09% 72
2026
Q1 		$49.3M Buy
628,308
+13,911
+2% +$1.1M 0.09% 69
2025
Q4 		$48.4M Buy
614,397
+14,008
+2% +$1.11M 0.09% 68
2025
Q3 		$47.4M Buy
600,389
+30,133
+5% +$2.37M 0.09% 69
2025
Q2 		$44.9M Buy
570,256
+33,116
+6% +$2.59M 0.1% 65
2025
Q1 		$42M Buy
537,140
+15,118
+3% +$1.17M 0.1% 59
2024
Q4 		$40.3M Buy
522,022
+28,454
+6% +$2.21M 0.1% 60
2024
Q3 		$38.8M Buy
493,568
+25,816
+6% +$2.01M 0.09% 59
2024
Q2 		$35.9M Buy
467,752
+28,622
+7% +$2.18M 0.09% 58
2024
Q1 		$33.7M Buy
439,130
+125,251
+40% +$9.61M 0.09% 51
2023
Q4 		$24.2M Buy
313,879
+7,844
+3% +$594K 0.07% 52
2023
Q3 		$23M Buy
306,035
+11,895
+4% +$897K 0.07% 51
2023
Q2 		$22.2M Buy
294,140
+28,657
+11% +$2.18M 0.07% 52
2023
Q1 		$20.3M Buy
265,483
+6,468
+2% +$490K 0.07% 52
2022
Q4 		$19.5M Buy
259,015
+16,528
+7% +$1.24M 0.07% 52
2022
Q3 		$18.6M Hold
242,487
– – 0.07% 48
2022
Q2 		$18.6M Buy
242,487
+1,506
+0.6% +$116K 0.07% 48
2022
Q1 		$18.8M Sell
240,981
-162
-0.1% -$12.9K 0.06% 50
2021
Q4 		$19.5M Buy
241,143
+4,614
+2% +$375K 0.06% 47
2021
Q3 		$19.4M Buy
236,529
+30,157
+15% +$2.48M 0.06% 42
2021
Q2 		$17M Buy
206,372
+15,600
+8% +$1.28M 0.06% 45
2021
Q1 		$15.7M Buy
190,772
+27,423
+17% +$2.26M 0.06% 42
2020
Q4 		$13.5M Buy
163,349
+11,078
+7% +$918K 0.06% 41
2020
Q3 		$12.6M Buy
152,271
+25,241
+20% +$2.1M 0.06% 39
2020
Q2 		$10.6M Buy
127,030
+25,418
+25% +$2.1M 0.06% 43
2020
Q1 		$8.35M Buy
101,612
+12,628
+14% +$1.03M 0.05% 44
2019
Q4 		$7.17M Buy
88,984
+21,619
+32% +$1.74M 0.04% 44
2019
Q3 		$5.42M Hold
67,365
– – 0.03% 45
2019
Q2 		$5.42M Buy
67,365
+12,491
+23% +$996K 0.03% 45
2019
Q1 		$4.37M Buy
54,874
+8,133
+17% +$642K 0.03% 49
2018
Q4 		$3.67M Buy
46,741
+6,887
+17% +$537K 0.03% 53
2018
Q3 		$3.11M Buy
39,854
+2,945
+8% +$230K 0.02% 52
2018
Q2 		$2.89M Buy
36,909
+1,082
+3% +$84.5K 0.02% 51
2018
Q1 		$2.8M Buy
35,827
+7,211
+25% +$567K 0.02% 49
2017
Q4 		$2.26M Buy
28,616
+6,311
+28% +$501K 0.02% 42
2017
Q3 		$1.78M Buy
22,305
+4,879
+28% +$390K 0.02% 40
2017
Q2 		$1.39M Buy
17,426
+7,217
+71% +$576K 0.01% 40
2017
Q1 		$814K Buy
10,209
+5,135
+101% +$409K 0.01% 45
2016
Q4 		$403K Buy
+5,074
New +$406K 0.01% 50

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC's BSV Position: Q2 2026 in Review

Betterment LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.5% in Q2 2026, buying an estimated $2.72M and bringing the position to 663,160 shares worth $51.7M. The position accounts for 0.09% of the portfolio, ranked #72.

Betterment LLC first reported a position in BSV in Q4 2016 and has held it in 39 quarters since. 1,351 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Betterment LLC held 663,160 shares of Vanguard Short-Term Bond ETF worth $51.7M as of Q2 2026.
  • Betterment LLC bought 34,852 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.72M.
  • Vanguard Short-Term Bond ETF made up 0.09% of Betterment LLC's portfolio in Q2 2026, its #72 holding.
  • Betterment LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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