Betterment LLC
VTIP icon

Betterment LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Betterment LLC’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.2M Sell
1,465,040
-90,355
-6% -$4.49M 0.14% 55
2025
Q4 		$76.9M Sell
1,555,395
-83,443
-5% -$4.17M 0.15% 54
2025
Q3 		$83M Sell
1,638,838
-94,269
-5% -$4.74M 0.16% 48
2025
Q2 		$87.1M Sell
1,733,107
-282,335
-14% -$14.1M 0.19% 44
2025
Q1 		$101M Sell
2,015,442
-499,168
-20% -$24.5M 0.24% 39
2024
Q4 		$122M Sell
2,514,610
-291,046
-10% -$14.2M 0.29% 35
2024
Q3 		$138M Sell
2,805,656
-203,372
-7% -$9.9M 0.33% 32
2024
Q2 		$146M Sell
3,009,028
-334,239
-10% -$16.1M 0.38% 31
2024
Q1 		$160M Sell
3,343,267
-1,381,040
-29% -$65.7M 0.43% 30
2023
Q4 		$224M Sell
4,724,307
-648,379
-12% -$30.7M 0.65% 24
2023
Q3 		$254M Sell
5,372,686
-929,128
-15% -$43.9M 0.8% 21
2023
Q2 		$299M Sell
6,301,814
-928,264
-13% -$44.3M 0.93% 18
2023
Q1 		$346M Sell
7,230,078
-1,008,955
-12% -$47.5M 1.12% 16
2022
Q4 		$385M Sell
8,239,033
-1,707,662
-17% -$81.4M 1.32% 16
2022
Q3 		$499M Hold
9,946,695
– – 1.78% 15
2022
Q2 		$499M Sell
9,946,695
-264,578
-3% -$13.4M 1.78% 15
2022
Q1 		$523M Buy
10,211,273
+93,266
+0.9% +$4.78M 1.66% 15
2021
Q4 		$520M Buy
10,118,007
+538,467
+6% +$28M 1.62% 15
2021
Q3 		$504M Buy
9,579,540
+443,364
+5% +$23.3M 1.68% 14
2021
Q2 		$479M Buy
9,136,176
+717,102
+9% +$37.4M 1.63% 14
2021
Q1 		$434M Buy
8,419,074
+938,405
+13% +$48.2M 1.63% 15
2020
Q4 		$382M Buy
7,480,669
+568,166
+8% +$28.9M 1.6% 16
2020
Q3 		$353M Buy
6,912,503
+412,815
+6% +$20.9M 1.73% 16
2020
Q2 		$326M Buy
6,499,688
+507,396
+8% +$25.2M 1.74% 16
2020
Q1 		$292M Sell
5,992,292
-675,703
-10% -$33.2M 1.81% 15
2019
Q4 		$329M Buy
6,667,995
+674,176
+11% +$33.2M 1.7% 14
2019
Q3 		$296M Hold
5,993,819
– – 1.68% 14
2019
Q2 		$296M Buy
5,993,819
+308,409
+5% +$15.1M 1.68% 14
2019
Q1 		$277M Buy
5,685,410
+327,369
+6% +$15.8M 1.67% 14
2018
Q4 		$257M Sell
5,358,041
-7,778
-0.1% -$374K 1.8% 14
2018
Q3 		$260M Buy
5,365,819
+936,910
+21% +$45.7M 1.71% 12
2018
Q2 		$216M Buy
4,428,909
+162,700
+4% +$7.95M 1.54% 14
2018
Q1 		$209M Buy
4,266,209
+606,991
+17% +$29.6M 1.52% 14
2017
Q4 		$179M Buy
3,659,218
+2,020,936
+123% +$99.9M 1.44% 14
2017
Q3 		$81M Buy
1,638,282
+216,537
+15% +$10.7M 0.74% 18
2017
Q2 		$70M Buy
1,421,745
+152,953
+12% +$7.55M 0.73% 19
2017
Q1 		$62.8M Buy
1,268,792
+173,977
+16% +$8.58M 0.76% 19
2016
Q4 		$53.8M Buy
1,094,815
+60,484
+6% +$2.99M 0.79% 18
2016
Q3 		$51.4M Buy
1,034,331
+197,571
+24% +$9.76M 0.86% 17
2016
Q2 		$41.4M Buy
836,760
+147,875
+21% +$7.27M 0.84% 18
2016
Q1 		$33.8M Buy
688,885
+143,720
+26% +$6.97M 0.84% 18
2015
Q4 		$26.4M Buy
545,165
+111,011
+26% +$5.37M 0.81% 19
2015
Q3 		$21M Buy
434,154
+71,478
+20% +$3.46M 0.8% 19
2015
Q2 		$17.7M Buy
362,676
+84,781
+31% +$4.13M 0.76% 19
2015
Q1 		$13.5M Buy
277,895
+95,048
+52% +$4.6M 0.78% 19
2014
Q4 		$8.82M Buy
+182,847
New +$8.99M 0.77% 20

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Betterment LLC's VTIP Position: Q1 2026 in Review

Betterment LLC reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.8% in Q1 2026, selling an estimated $4.49M and leaving 1,465,040 shares worth $73.2M. The position accounts for 0.14% of the portfolio, ranked #55.

Betterment LLC first reported a position in VTIP in Q4 2014 and has held it in 46 quarters since. The position peaked at $523M in Q1 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Betterment LLC held 1,465,040 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $73.2M as of Q1 2026.
  • Betterment LLC sold 90,355 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $4.49M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of Betterment LLC's portfolio in Q1 2026, its #55 holding.
  • Betterment LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2014 and has held it in 46 quarters since.
  • Betterment LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $523M in Q1 2022.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

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