Betterment LLC Vanguard Russell 1000 Growth E Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$66.09 - $78.32 $19,893 - $23,574	301 Added 8.28%	3,935 $307,000
Q3 2023 Nov 09, 2023	BUY	$67.86 - $73.4 $246,603 - $266,735	3,634 New	3,634 $248,000

Others Institutions Holding VONG

# of Institutions

667

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.12 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.07 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$642 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$534 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$481 Million
1.35% of portfolio

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