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Disclosery

Betterment LLC: VOE position timeline

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

Betterment LLC held 3,506,826 VOE 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 3,506,826 shares
    Change vs previous 13F -235,055 shares

    1.17% of the 13F portfolio, value $692,949,000.

    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 3,741,881 shares
    Change vs previous 13F -182,729 shares

    1.31% of the 13F portfolio, value $689,554,000.

    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 3,924,610 shares
    Change vs previous 13F -95,700 shares

    1.33% of the 13F portfolio, value $696,108,000.

    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 4,020,310 shares
    Change vs previous 13F -113,154 shares

    1.39% of the 13F portfolio, value $701,866,000.

    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 4,133,464 shares
    Change vs previous 13F -158,460 shares

    1.45% of the 13F portfolio, value $679,789,000.

    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 4,291,924 shares
    Change vs previous 13F -217,175 shares

    1.63% of the 13F portfolio, value $689,025,000.

    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 4,509,099 shares
    Change vs previous 13F -171,573 shares

    1.74% of the 13F portfolio, value $729,437,000.

    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 4,680,672 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $784,808,000.

    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).