Betterment LLC
VCLT icon

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

Betterment LLC’s Portfolio VCLT Stock Details VCLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,911
Closed -$221K – 429
2024
Q2 		$221K Buy
+2,911
New +$221K ﹤0.01% 383
2023
Q4 		– Sell
-3,410
Closed -$244K – 319
2023
Q3 		$244K Sell
3,410
-1,482
-30% -$112K ﹤0.01% 279
2023
Q2 		$384K Sell
4,892
-1,708
-26% -$133K ﹤0.01% 222
2023
Q1 		$526K Sell
6,600
-1,894
-22% -$149K ﹤0.01% 195
2022
Q4 		$643K Sell
8,494
-28,653
-77% -$2.15M ﹤0.01% 171
2022
Q3 		$3.01M Hold
37,147
– – 0.01% 101
2022
Q2 		$3.01M Sell
37,147
-8,284
-18% -$698K 0.01% 101
2022
Q1 		$4.26M Buy
45,431
+2,486
+6% +$242K 0.01% 93
2021
Q4 		$4.54M Buy
42,945
+2,587
+6% +$275K 0.01% 89
2021
Q3 		$4.26M Sell
40,358
-315
-0.8% -$34.1K 0.01% 85
2021
Q2 		$4.35M Sell
40,673
-8,905
-18% -$921K 0.01% 76
2021
Q1 		$5.02M Sell
49,578
-27,313
-36% -$2.86M 0.02% 62
2020
Q4 		$8.54M Buy
76,891
+9,880
+15% +$1.07M 0.04% 53
2020
Q3 		$7.16M Buy
67,011
+6,852
+11% +$749K 0.04% 51
2020
Q2 		$6.39M Buy
60,159
+8,694
+17% +$890K 0.03% 48
2020
Q1 		$5M Sell
51,465
-17,363
-25% -$1.76M 0.03% 52
2019
Q4 		$6.98M Sell
68,828
-7,643
-10% -$770K 0.04% 46
2019
Q3 		$7.41M Hold
76,471
– – 0.04% 42
2019
Q2 		$7.41M Buy
76,471
+11,323
+17% +$1.05M 0.04% 42
2019
Q1 		$5.96M Buy
65,148
+5,431
+9% +$477K 0.04% 44
2018
Q4 		$5.09M Buy
59,717
+11,245
+23% +$955K 0.04% 47
2018
Q3 		$4.26M Buy
48,472
+5,606
+13% +$496K 0.03% 44
2018
Q2 		$3.75M Buy
42,866
+3,223
+8% +$286K 0.03% 44
2018
Q1 		$3.52M Buy
39,643
+15,556
+65% +$1.43M 0.03% 46
2017
Q4 		$2.31M Buy
24,087
+13,525
+128% +$1.28M 0.02% 40
2017
Q3 		$995K Buy
10,562
+7,342
+228% +$687K 0.01% 50
2017
Q2 		$300K Buy
+3,220
New +$295K ﹤0.01% 65

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Betterment LLC's VCLT Position: Q3 2024 in Review

Betterment LLC sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2024, closing a stake of 2,911 shares — an estimated $221K sold.

Betterment LLC first reported a position in VCLT in Q2 2017 and held it in 27 quarters. The position peaked at $8.54M in Q4 2020. 330 funds tracked by Wall St. Rank hold VCLT as of Q3 2024.

  • Betterment LLC reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Betterment LLC sold 2,911 Vanguard Long-Term Corporate Bond ETF shares in Q3 2024, an estimated $221K.
  • Betterment LLC first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2017 and held it in 27 quarters.
  • Betterment LLC's Vanguard Long-Term Corporate Bond ETF position peaked at $8.54M in Q4 2020.
  • 330 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2024.

Based on Betterment LLC's 13F filing for Q3 2024, filed 14 Nov 2024.