Betterment LLC’s Academy Veteran Bond ETF VETZ Stock Holding History

Betterment LLC’s Portfolio VETZ Stock Details VETZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Buy	74,450 +2,075	+3%	+$41.6K	﹤0.01%	270
2025 Q4	$1.45M	Buy	72,375 +5,348	+8%	+$107K	﹤0.01%	268
2025 Q3	$1.34M	Buy	67,027 +5,592	+9%	+$111K	﹤0.01%	265
2025 Q2	$1.23M	Buy	61,435 +17,844	+41%	+$352K	﹤0.01%	256
2025 Q1	$874K	Buy	43,591 +1,324	+3%	+$26.2K	﹤0.01%	269
2024 Q4	$832K	Buy	+42,267	New	+$846K	﹤0.01%	269

Other funds holding VETZ

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC's VETZ Position: Q1 2026 in Review

Betterment LLC increased its Academy Veteran Bond ETF (VETZ) stake by 2.9% in Q1 2026, buying an estimated $41.6K and bringing the position to 74,450 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Betterment LLC first reported a position in VETZ in Q4 2024 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold VETZ as of Q1 2026.

Betterment LLC held 74,450 shares of Academy Veteran Bond ETF worth $1.49M as of Q1 2026.
Betterment LLC bought 2,075 Academy Veteran Bond ETF shares in Q1 2026, an estimated $41.6K.
Academy Veteran Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #270 holding.
Betterment LLC first reported a position in Academy Veteran Bond ETF in Q4 2024 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held Academy Veteran Bond ETF as of Q1 2026.

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