Betterment LLC

Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF

CIK 1633901 NEW YORK, NY

Position in IVOG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$847,369

+$47,177 QoQ

Shares Held

5,792

-9.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#33

of 72 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,369	5,792	-9.5%	Shares	Sole	2026-08-14
2026-03-31	$800,192	6,400	-3.2%	Shares	Sole	2026-05-14
2025-12-31	$794,401	6,609	-3.6%	Shares	Sole	2026-02-12
2025-09-30	$818,796	6,853	-4.5%	Shares	Sole	2025-11-13
2025-06-30	$811,103	7,176	-8.7%	Shares	Sole	2025-08-14
2025-03-31	$810,709	7,858	-2.8%	Shares	Sole	2025-05-15
2024-12-31	$911,436	8,088	-3.2%	Shares	Sole	2025-02-14
2024-09-30	$957,389	8,352	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$926,489	8,458	-2.2%	Shares	Sole	2024-08-14
2024-03-31	$981,569	8,652	-2.5%	Shares	Sole	2024-05-10
2023-12-31	$871,496	8,872	-5.3%	Shares	Sole	2024-02-09
2023-09-30	$845,930	9,368	+0.5%	Shares	Sole	2023-11-09
2023-06-30	$871,700	9,323	-4.5%	Shares	Sole	2023-08-07
2023-03-31	$867,709	9,766	+83.9%	Shares	Sole	2023-05-15
2022-12-31	$899,089	5,310	-8.8%	Shares	Sole	2023-02-13
2022-09-30	$916,622	5,825	0.0%	Shares	Sole	2022-11-14
2022-06-30	$920,757	5,825	+4.7%	Shares	Sole	2022-08-10
2022-03-31	$1,070,675	5,566	+17.8%	Shares	Sole	2022-05-16
2021-12-31	$999,148	4,725	+20.3%	Shares	Sole	2022-02-15
2021-09-30	$773,344	3,927	-7.3%	Shares	Sole	2021-11-15
2021-06-30	$850,493	4,237	-5.7%	Shares	Sole	2021-08-10
2021-03-31	$873,529	4,493	-1.3%	Shares	Sole	2021-06-01
2020-12-31	$813,585	4,550	-19.8%	Shares	Sole	2021-02-12
2020-09-30	$846,291	5,676	-3.5%	Shares	Sole	2020-11-10
2020-06-30	$819,111	5,884	-21.5%	Shares	Sole	2020-08-11
2020-03-31	$826,927	7,493	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.