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Disclosery

Betterment LLC: VMBS position timeline

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

Betterment LLC held 318,938 VMBS 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 318,938 shares
    Change vs previous 13F +6,207 shares

    0.03% of the 13F portfolio, value $14,929,000.

    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 312,731 shares
    Change vs previous 13F -217 shares

    0.03% of the 13F portfolio, value $14,683,000.

    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 312,948 shares
    Change vs previous 13F +10,989 shares

    0.03% of the 13F portfolio, value $14,734,000.

    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 301,959 shares
    Change vs previous 13F +10,971 shares

    0.03% of the 13F portfolio, value $14,180,000.

    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 290,988 shares
    Change vs previous 13F +8,510 shares

    0.03% of the 13F portfolio, value $13,484,000.

    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 282,478 shares
    Change vs previous 13F +9,719 shares

    0.03% of the 13F portfolio, value $13,082,000.

    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 272,759 shares
    Change vs previous 13F +13,212 shares

    0.03% of the 13F portfolio, value $12,367,000.

    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 259,547 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,253,000.

    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).