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Vanguard Bd Index Fds shares owned by Betterment

Quarter-by-quarter ownership of Vanguard Bd Index Fds (VUSB) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Vanguard Bd Index Fds

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

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Quarterly reported holdings in Vanguard Bd Index Fds by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 264k 49.55
2023-12-31 $12M 235k 49.44
2023-09-30 $11M 224k 49.19
2023-06-30 $588k 12k 49.16
2023-03-31 $2.5M 52k 49.24
2022-12-31 $1.6M 34k 49.01

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 Bd Index Fds

Jpmorgan Chase & Co
Axiom Advisory
Ronald Blue Trust
Renaissance Technologies
Wharton Business Group
Efficient Wealth Management
Wells Fargo & Company
Bank of America Corporation
LPL Financial
Pacific Center for Financial Services
Acute Investment Advisory
Citadel Advisors
Red Wave Investments
Morgan Stanley
David Kennon

View all funds holding Vanguard Bd Index Fds