Skip to content
Disclosery

Betterment LLC: VYM position timeline

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

Betterment LLC held 30,354 VYM 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 30,354 shares
    Change vs previous 13F +696 shares

    0.01% of the 13F portfolio, value $4,797,000.

    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 29,658 shares
    Change vs previous 13F +2,616 shares

    0.01% of the 13F portfolio, value $4,392,000.

    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 27,042 shares
    Change vs previous 13F +848 shares

    0.01% of the 13F portfolio, value $3,881,000.

    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 26,194 shares
    Change vs previous 13F +2,361 shares

    0.01% of the 13F portfolio, value $3,692,000.

    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 23,833 shares
    Change vs previous 13F +1,195 shares

    0.01% of the 13F portfolio, value $3,177,000.

    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 22,638 shares
    Change vs previous 13F +337 shares

    0.01% of the 13F portfolio, value $2,919,000.

    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 22,301 shares
    Change vs previous 13F +2,256 shares

    0.01% of the 13F portfolio, value $2,845,000.

    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 20,045 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,570,000.

    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).