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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
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)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Assetmark
Stifel Financial
Envestnet Portfolio Solutions
Mather Group
Lincoln National
Charles Schwab Investment Management
AE Wealth Management
Advisor Group Holdings
Raymond James & Associates
Acropolis Investment Management
Relative Value Partners

View all funds holding Vanguard Mortgage Bkd Sects ETF