Skip to content
Disclosery

Betterment LLC: VFMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on VFMO, newest first. How the timeline and the estimate are built.

Betterment LLC held 20,695 VFMO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,695 shares
    Change vs previous 13F +114 shares

    0.01% of the 13F portfolio, value $5,164,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,581 shares
    Change vs previous 13F -202 shares

    0.01% of the 13F portfolio, value $4,057,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,783 shares
    Change vs previous 13F +115 shares

    0.01% of the 13F portfolio, value $3,975,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,668 shares
    Change vs previous 13F +324 shares

    0.01% of the 13F portfolio, value $3,960,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,344 shares
    Change vs previous 13F -655 shares

    0.01% of the 13F portfolio, value $3,510,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,999 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,186,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).