Vanguard Small-Cap Value ETF shares owned by Betterment
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $647M | 3.1M | 208.71 |
| 2025-06-30 | $624M | 3.2M | 195.01 |
| 2025-03-31 | $625M | 3.4M | 186.29 |
| 2024-12-31 | $703M | 3.5M | 198.18 |
| 2024-09-30 | $742M | 3.7M | 200.78 |
| 2024-06-30 | $700M | 3.8M | 182.52 |
| 2024-03-31 | $818M | 4.3M | 191.88 |
| 2023-12-31 | $1.5B | 8.1M | 179.97 |
| 2023-09-30 | $1.3B | 8.0M | 159.49 |
| 2023-06-30 | $1.3B | 7.9M | 165.40 |
| 2023-03-31 | $1.2B | 7.7M | 158.76 |
| 2022-12-31 | $1.2B | 7.5M | 158.80 |
| 2022-09-30 | $1.1B | 7.3M | 149.82 |
| 2022-06-30 | $1.1B | 7.3M | 149.82 |
| 2022-03-31 | $1.3B | 7.3M | 175.94 |
| 2021-12-31 | $1.3B | 7.3M | 178.85 |
| 2021-09-30 | $1.2B | 7.4M | 169.26 |
| 2021-06-30 | $1.3B | 7.3M | 173.66 |
| 2021-03-31 | $1.2B | 7.2M | 165.61 |
| 2020-12-31 | $1.0B | 7.1M | 142.21 |
| 2020-09-30 | $789M | 7.1M | 110.63 |
| 2020-06-30 | $742M | 6.9M | 106.92 |
| 2020-03-31 | $536M | 6.0M | 88.80 |
| 2019-12-31 | $790M | 5.8M | 137.07 |
| 2019-09-30 | $700M | 5.4M | 130.54 |
| 2019-06-30 | $700M | 5.4M | 130.54 |
| 2019-03-31 | $658M | 5.1M | 128.73 |
| 2018-12-31 | $553M | 4.8M | 114.06 |
| 2018-09-30 | $653M | 4.7M | 139.36 |
| 2018-06-30 | $590M | 4.3M | 135.79 |
| 2018-03-31 | $537M | 4.1M | 129.94 |
| 2017-12-31 | $491M | 3.7M | 132.78 |
| 2017-09-30 | $383M | 3.0M | 127.79 |
| 2017-06-30 | $332M | 2.7M | 122.91 |
| 2017-03-31 | $285M | 2.3M | 122.86 |
| 2016-12-31 | $239M | 2.0M | 121.00 |
| 2016-09-30 | $198M | 1.8M | 110.66 |
| 2016-06-30 | $159M | 1.5M | 105.31 |
| 2016-03-31 | $127M | 1.2M | 101.88 |
| 2015-12-31 | $92M | 933k | 98.77 |
| 2015-09-30 | $72M | 747k | 96.85 |
| 2015-06-30 | $70M | 645k | 107.81 |
| 2015-03-31 | $46M | 418k | 109.40 |
| 2014-12-31 | $24M | 231k | 105.77 |