Betterment LLC’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Betterment LLC’s Portfolio VLU Stock Details VLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,992	Closed	-$283K	–	291
2023 Q1	$283K	Buy	1,992 +48	+2%	+$6.89K	﹤0.01%	235
2022 Q4	$272K	Sell	1,944 -122	-6%	-$17K	﹤0.01%	229
2022 Q3	$277K	Hold	2,066	–	–	﹤0.01%	209
2022 Q2	$277K	Buy	2,066 +192	+10%	+$27.9K	﹤0.01%	209
2022 Q1	$290K	Buy	+1,874	New	+$287K	﹤0.01%	200

Other funds holding VLU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Betterment LLC's VLU Position: Q2 2023 in Review

Betterment LLC sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2023, closing a stake of 1,992 shares — an estimated $283K sold.

Betterment LLC first reported a position in VLU in Q1 2022 and held it in 5 quarters. The position peaked at $290K in Q1 2022. 53 funds tracked by Wall St. Rank hold VLU as of Q2 2023.

Betterment LLC reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2023 after selling out during the quarter.
Betterment LLC sold 1,992 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2023, an estimated $283K.
Betterment LLC first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2022 and held it in 5 quarters.
Betterment LLC's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $290K in Q1 2022.
53 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2023.

Based on Betterment LLC's 13F filing for Q2 2023, filed 7 Aug 2023.