Betterment LLC’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624M | Sell |
3,200,471
-152,582
| -5% | -$29.8M | 1.33% | 16 |
|
|
2025
Q1 | $625M | Sell |
3,353,053
-193,719
| -5% | -$36.1M | 1.48% | 15 |
|
|
2024
Q4 | $703M | Sell |
3,546,772
-151,010
| -4% | -$29.9M | 1.68% | 15 |
|
|
2024
Q3 | $742M | Sell |
3,697,782
-135,879
| -4% | -$27.3M | 1.77% | 14 |
|
|
2024
Q2 | $700M | Sell |
3,833,661
-427,944
| -10% | -$78.1M | 1.81% | 14 |
|
|
2024
Q1 | $818M | Sell |
4,261,605
-3,814,106
| -47% | -$732M | 2.19% | 12 |
|
|
2023
Q4 | $1.45B | Buy |
8,075,711
+76,390
| +1% | +$13.7M | 4.18% | 7 |
|
|
2023
Q3 | $1.28B | Buy |
7,999,321
+79,898
| +1% | +$12.7M | 4.04% | 7 |
|
|
2023
Q2 | $1.31B | Buy |
7,919,423
+254,146
| +3% | +$42M | 4.06% | 8 |
|
|
2023
Q1 | $1.22B | Buy |
7,665,277
+206,035
| +3% | +$32.7M | 3.94% | 8 |
|
|
2022
Q4 | $1.18B | Buy |
7,459,242
+190,152
| +3% | +$30.2M | 4.06% | 7 |
|
|
2022
Q3 | $1.09B | Hold |
7,269,090
| – | – | 3.9% | 7 |
|
|
2022
Q2 | $1.09B | Sell |
7,269,090
-57,333
| -0.8% | -$8.59M | 3.9% | 7 |
|
|
2022
Q1 | $1.29B | Sell |
7,326,423
-19,177
| -0.3% | -$3.37M | 4.1% | 7 |
|
|
2021
Q4 | $1.31B | Sell |
7,345,600
-14,557
| -0.2% | -$2.6M | 4.09% | 7 |
|
|
2021
Q3 | $1.25B | Buy |
7,360,157
+35,828
| +0.5% | +$6.06M | 4.16% | 7 |
|
|
2021
Q2 | $1.27B | Buy |
7,324,329
+120,840
| +2% | +$21M | 4.33% | 7 |
|
|
2021
Q1 | $1.19B | Buy |
7,203,489
+60,536
| +0.8% | +$10M | 4.49% | 7 |
|
|
2020
Q4 | $1.02B | Buy |
7,142,953
+12,295
| +0.2% | +$1.75M | 4.26% | 7 |
|
|
2020
Q3 | $789M | Buy |
7,130,658
+192,672
| +3% | +$21.3M | 3.87% | 9 |
|
|
2020
Q2 | $742M | Buy |
6,937,986
+898,389
| +15% | +$96.1M | 3.95% | 9 |
|
|
2020
Q1 | $536M | Buy |
6,039,597
+274,356
| +5% | +$24.4M | 3.33% | 11 |
|
|
2019
Q4 | $790M | Buy |
5,765,241
+401,834
| +7% | +$55.1M | 4.08% | 7 |
|
|
2019
Q3 | $700M | Hold |
5,363,407
| – | – | 3.97% | 8 |
|
|
2019
Q2 | $700M | Buy |
5,363,407
+251,246
| +5% | +$32.8M | 3.97% | 8 |
|
|
2019
Q1 | $658M | Buy |
5,112,161
+263,603
| +5% | +$33.9M | 3.98% | 8 |
|
|
2018
Q4 | $553M | Buy |
4,848,558
+166,284
| +4% | +$19M | 3.88% | 9 |
|
|
2018
Q3 | $653M | Buy |
4,682,274
+336,447
| +8% | +$46.9M | 4.29% | 7 |
|
|
2018
Q2 | $590M | Buy |
4,345,827
+211,579
| +5% | +$28.7M | 4.19% | 8 |
|
|
2018
Q1 | $537M | Buy |
4,134,248
+437,095
| +12% | +$56.8M | 3.91% | 8 |
|
|
2017
Q4 | $491M | Buy |
3,697,153
+701,968
| +23% | +$93.2M | 3.95% | 8 |
|
|
2017
Q3 | $383M | Buy |
2,995,185
+297,381
| +11% | +$38M | 3.5% | 9 |
|
|
2017
Q2 | $332M | Buy |
2,697,804
+374,535
| +16% | +$46M | 3.46% | 9 |
|
|
2017
Q1 | $285M | Buy |
2,323,269
+347,567
| +18% | +$42.7M | 3.44% | 9 |
|
|
2016
Q4 | $239M | Buy |
1,975,702
+185,947
| +10% | +$22.5M | 3.53% | 9 |
|
|
2016
Q3 | $198M | Buy |
1,789,755
+280,656
| +19% | +$31.1M | 3.33% | 9 |
|
|
2016
Q2 | $159M | Buy |
1,509,099
+266,469
| +21% | +$28.1M | 3.24% | 9 |
|
|
2016
Q1 | $127M | Buy |
1,242,630
+309,864
| +33% | +$31.6M | 3.15% | 9 |
|
|
2015
Q4 | $92.1M | Buy |
932,766
+185,721
| +25% | +$18.3M | 2.83% | 10 |
|
|
2015
Q3 | $72.4M | Buy |
747,045
+102,583
| +16% | +$9.94M | 2.75% | 10 |
|
|
2015
Q2 | $69.5M | Buy |
644,462
+226,167
| +54% | +$24.4M | 2.98% | 10 |
|
|
2015
Q1 | $45.8M | Buy |
418,295
+187,703
| +81% | +$20.5M | 2.65% | 10 |
|
|
2014
Q4 | $24.4M | Buy |
+230,592
| New | +$24.4M | 2.13% | 15 |
|