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Vanguard Mid-Cap Value ETF shares owned by Betterment

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Vanguard Mid-Cap Value ETF

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All positions including Vanguard Mid-Cap Value ETF held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $844M 5.4M 155.91
2023-12-31 $1.6B 11M 145.01
2023-09-30 $1.4B 11M 130.96
2023-06-30 $1.4B 11M 138.38
2023-03-31 $1.4B 10M 134.07
2022-12-31 $1.4B 10M 135.24
2022-09-30 $1.3B 9.9M 129.52
2022-06-30 $1.3B 9.9M 129.52
2022-03-31 $1.5B 10M 149.67
2021-12-31 $1.5B 10M 150.33
2021-09-30 $1.4B 10M 139.61
2021-06-30 $1.4B 10M 140.50
2021-03-31 $1.3B 9.7M 134.87
2020-12-31 $1.1B 9.3M 118.96
2020-09-30 $912M 9.0M 101.37
2020-06-30 $836M 8.7M 95.70
2020-03-31 $626M 7.7M 81.29
2019-12-31 $951M 8.0M 119.19
2019-09-30 $830M 7.5M 111.34
2019-06-30 $830M 7.5M 111.34
2019-03-31 $778M 7.2M 107.88
2018-12-31 $652M 6.8M 95.26
2018-09-30 $771M 6.8M 113.07
2018-06-30 $678M 6.1M 110.46
2018-03-31 $637M 5.8M 109.88
2017-12-31 $584M 5.2M 111.57
2017-09-30 $440M 4.2M 105.64
2017-06-30 $383M 3.7M 102.87
2017-03-31 $328M 3.2M 101.92
2016-12-31 $261M 2.7M 97.19
2016-09-30 $223M 2.4M 93.57
2016-06-30 $177M 2.0M 89.08
2016-03-31 $141M 1.6M 87.12
2015-12-31 $108M 1.3M 85.95
2015-09-30 $84M 1.0M 83.24
2015-06-30 $77M 852k 90.57
2015-03-31 $51M 559k 91.91
2014-12-31 $28M 312k 89.43

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 Mid-Cap Value ETF

Morgan Stanley
Assetmark
Royal Bank of Canada
Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
Envestnet Asset Management
Axiom Advisory
Stephens Group Asset Management
LPL Financial
EP Wealth Advisors
Northwestern Mutual Wealth Management Company
Wellspring Financial Advisors

View all funds holding Vanguard Mid-Cap Value ETF