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Opus Small Cap Value Plus Etf exchange traded funds shares owned by Betterment

Quarter-by-quarter ownership of Opus Small Cap Value Plus Etf exchange traded funds (OSCV) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Opus Small Cap Value Plus Etf exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Opus Small Cap Value Plus Etf exchange traded funds held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Opus Small Cap Value Plus Etf exchange traded funds by Betterment

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$325k	8.5k	38.25
2025-06-30	$270k	7.5k	36.12

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)

SPDR State Street Global Advisors Portfolio S&p500 (SPLG)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Ishares Tr Core Us Aggbd Et (AGG)

Ishares Tr National Mun Etf (MUB)

Ishares Tr Core S&p Ttl Stk (ITOT)

SPDR State Street Global Advisors Portfolio S&p400 (SPMD)

Vanguard Index Fds Value Etf (VTV)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Ishares Tr Core Msci Eafe (IEFA)

SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

Goldman Sachs Activebeta Us Lg (GSLC)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Opus Small Cap Value Plus Etf exchange traded funds

Aptus Capital Advisors

Integrated Wealth Concepts

Diversified Enterprises

Guardian Wealth Advisors, Llc / Nc

CI Private Wealth

Envestnet Asset Management

Brogan Financial

First Heartland Consultants

Second Line Capital

Raymond James Financial

Kfg Wealth Management

Park Place Capital Corp

Waterloo Capital

Clarus Group

United Advisor Group

View all funds holding Opus Small Cap Value Plus Etf exchange traded funds

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