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Disclosery

Betterment LLC: VOT position timeline

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

Betterment LLC held 84,642 VOT 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 84,642 shares
    Change vs previous 13F -5,987 shares

    0.04% of the 13F portfolio, value $25,926,000.

    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 90,629 shares
    Change vs previous 13F +4,194 shares

    0.04% of the 13F portfolio, value $23,323,000.

    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 86,435 shares
    Change vs previous 13F +1,896 shares

    0.05% of the 13F portfolio, value $24,127,000.

    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 84,539 shares
    Change vs previous 13F +1,546 shares

    0.05% of the 13F portfolio, value $24,837,000.

    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 82,993 shares
    Change vs previous 13F +3,225 shares

    0.05% of the 13F portfolio, value $23,602,000.

    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 79,768 shares
    Change vs previous 13F +2,989 shares

    0.05% of the 13F portfolio, value $19,514,000.

    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 76,779 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $19,483,000.

    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 76,773 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,692,000.

    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).