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Vanguard Mortgage Bkd Sects ETF shares owned by Betterment

Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Vanguard Mortgage Bkd Sects ETF

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All positions including Vanguard Mortgage Bkd Sects ETF held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 302k 46.96
2025-06-30 $14M 291k 46.34
2025-03-31 $13M 283k 46.31
2024-12-31 $12M 273k 45.34
2024-09-30 $12M 260k 47.21
2024-06-30 $11M 233k 45.40
2024-03-31 $11M 230k 45.61
2023-12-31 $10M 219k 46.36
2023-09-30 $10M 229k 43.78
2023-06-30 $10M 219k 45.99
2023-03-31 $9.6M 206k 46.55
2022-12-31 $9.4M 206k 45.52
2022-09-30 $8.9M 186k 47.81
2022-06-30 $8.9M 186k 47.81
2022-03-31 $9.2M 184k 50.10
2021-12-31 $10M 198k 52.84
2021-09-30 $11M 203k 53.29
2021-06-30 $9.5M 179k 53.37
2021-03-31 $9.0M 170k 53.37
2020-12-31 $7.8M 144k 54.07
2020-09-30 $7.3M 134k 54.27
2020-06-30 $6.2M 113k 54.37
2020-03-31 $4.6M 85k 54.50
2019-12-31 $4.1M 77k 53.18
2019-09-30 $3.0M 56k 52.83
2019-06-30 $3.0M 56k 52.83
2019-03-31 $2.4M 45k 52.35
2018-12-31 $2.0M 39k 51.49
2018-09-30 $1.6M 32k 51.02
2018-06-30 $1.5M 29k 51.42
2018-03-31 $1.5M 28k 51.21
2017-12-31 $1.2M 23k 52.42
2017-09-30 $900k 17k 52.79
2017-06-30 $713k 14k 52.62
2017-03-31 $416k 7.9k 52.58
2016-12-31 $209k 4.0k 52.38

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 Vanguard Mortgage Bkd Sects ETF

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Wells Fargo & Company
Mather Group
Stifel Financial
LPL Financial
Raymond James Financial
Morgan Stanley
Ameriprise Financial
Td Private Client Wealth
Lincoln National
Envestnet Portfolio Solutions
Hartland & Co

View all funds holding Vanguard Mortgage Bkd Sects ETF