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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)
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)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
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
Modera Wealth Management
Adviser Investments
Mariner Wealth Advisors
Jane Street
Goss Wealth Management
HPM Partners
Anderson Fisher
UBS Group

View all funds holding Vanguard World