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Betterment LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1633901 NEW YORK, NY

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$68,377,809
+$7,919,340 QoQ
Shares Held
225,580
-2.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#46
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $68,377,809 225,580
2026-03-31 $60,458,469 230,828
2025-12-31 $59,127,299 229,220
2025-09-30 $59,676,210 234,687
2025-06-30 $57,861,036 244,160
2025-03-31 $35,518,806 160,175
2024-12-31 $34,912,684 145,300
2024-09-30 $35,398,373 149,228
2024-06-30 $31,306,401 143,581
2024-03-31 $31,997,342 139,977
2023-12-31 $28,849,895 135,236
2023-09-30 $25,211,728 133,346
2023-06-30 $25,774,155 129,590
2023-03-31 $23,005,001 121,360
2022-12-31 $21,651,479 117,966
2022-09-30 $14,720,307 86,129
2022-06-30 $15,168,178 86,129
2022-03-31 $18,905,566 88,959
2021-12-31 $18,027,687 79,765
2021-09-30 $16,330,931 74,683
2021-06-30 $14,121,451 62,684
2021-03-31 $11,805,013 55,143
2020-12-31 $9,229,389 47,408
2020-09-30 $6,773,967 44,044
2020-06-30 $5,661,076 38,849
2020-03-31 $5,491,942 47,574