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Vanguard World shares owned by Betterment

Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Vanguard World

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All positions including Vanguard World held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard World by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 3.2k 62.64

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Vanguard World

Vanguard Group
Banco Bilbao Vizcaya Argentaria
Branch Banking & Trust Company
Envestnet Asset Management
SageView Advisory Group
DeDora Capital
Hanson & Doremus Investment Management
Adviser Investments
Modera Wealth Management
Old Mission Capital
Goss Wealth Management
Mariner Wealth Advisors
Stewardship Advisors
Anderson Fisher
UBS Group

View all funds holding Vanguard World