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Disclosery

Betterment LLC: VIG position timeline

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

Betterment LLC held 172,908 VIG 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 172,908 shares
    Change vs previous 13F +13,853 shares

    0.07% of the 13F portfolio, value $40,913,000.

    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 159,055 shares
    Change vs previous 13F -866 shares

    0.06% of the 13F portfolio, value $34,206,000.

    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 159,921 shares
    Change vs previous 13F +5,428 shares

    0.07% of the 13F portfolio, value $35,147,000.

    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 154,493 shares
    Change vs previous 13F +10,808 shares

    0.07% of the 13F portfolio, value $33,338,000.

    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 143,685 shares
    Change vs previous 13F +10,568 shares

    0.06% of the 13F portfolio, value $29,408,000.

    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 133,117 shares
    Change vs previous 13F +8,641 shares

    0.06% of the 13F portfolio, value $25,823,000.

    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).

  7. period ended2024-12-31
    13F 124,476 shares
    Change vs previous 13F +20,917 shares

    0.06% of the 13F portfolio, value $24,376,000.

    13F-HR 0001633901-25-000004 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).

  8. period ended2024-09-30
    13F 103,559 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,511,000.

    13F-HR 0001633901-24-000007 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).