Betterment LLC Vanguard Mid Cap Growth Index Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Betterment LLC holds 79,768 shares of VOT stock, worth $22.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

79,768

Previous 76,779 3.89%

Holding current value

$22.7 Million

Previous $19.5 Million 0.16%

% of portfolio

0.05%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$237.72 - $276.98 $710,545 - $827,893	2,989 Added 3.89%	79,768 $19.5 Million
Q4 2024 Feb 14, 2025	BUY	$241.48 - $274.89 $1,448 - $1,649	6 Added 0.01%	76,779 $19.5 Million
Q3 2024 Nov 14, 2024	BUY	$218.05 - $243.47 $286,081 - $319,432	1,312 Added 1.74%	76,773 $18.7 Million
Q2 2024 Aug 14, 2024	BUY	$218.75 - $234.97 $6,125 - $6,579	28 Added 0.04%	75,461 $17.3 Million
Q1 2024 May 10, 2024	BUY	$212.21 - $235.79 $5.98 Million - $6.65 Million	28,190 Added 59.67%	75,433 $17.8 Million
Q4 2023 Feb 09, 2024	BUY	$180.9 - $221.2 $132,237 - $161,697	731 Added 1.57%	47,243 $10.4 Million
Q3 2023 Nov 09, 2023	BUY	$191.65 - $213.93 $229,980 - $256,716	1,200 Added 2.65%	46,512 $9.06 Million
Q2 2023 Aug 07, 2023	BUY	$186.22 - $205.77 $640,596 - $707,848	3,440 Added 8.22%	45,312 $9.32 Million
Q1 2023 May 15, 2023	SELL	$177.43 - $203.61 $135,379 - $155,354	-763 Reduced 1.79%	41,872 $8.16 Million
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $124,214 - $145,178	749 Added 1.79%	42,635 $7.66 Million
Q2 2022 Aug 10, 2022	BUY	$167.96 - $227.2 $1.36 Million - $1.84 Million	8,106 Added 24.0%	41,886 $7.35 Million
Q1 2022 May 16, 2022	BUY	$199.76 - $251.37 $3.82 Million - $4.8 Million	19,100 Added 130.11%	33,780 $7.53 Million
Q4 2021 Feb 15, 2022	SELL	$234.3 - $265.79 $156,512 - $177,547	-668 Reduced 4.35%	14,680 $3.74 Million
Q3 2021 Nov 15, 2021	SELL	$230.42 - $251.05 $212,216 - $231,217	-921 Reduced 5.66%	15,348 $3.63 Million
Q2 2021 Aug 10, 2021	SELL	$210.91 - $237.31 $135,404 - $152,353	-642 Reduced 3.8%	16,269 $3.85 Million
Q1 2021 Jun 01, 2021	SELL	$204.75 - $230.34 $250,409 - $281,705	-1,223 Reduced 6.74%	16,911 $3.63 Million
Q4 2020 Feb 12, 2021	SELL	$178.76 - $215.29 $888,973 - $1.07 Million	-4,973 Reduced 21.52%	18,134 $3.85 Million
Q3 2020 Nov 10, 2020	BUY	$166.29 - $188.98 $230,644 - $262,115	1,387 Added 6.39%	23,107 $4.16 Million
Q2 2020 Aug 11, 2020	BUY	$120.77 - $169.89 $266,780 - $375,287	2,209 Added 11.32%	21,720 $3.59 Million
Q1 2020 May 14, 2020	SELL	$108.51 - $170.49 $250,115 - $392,979	-2,305 Reduced 10.57%	19,511 $2.47 Million
Q4 2019 Jan 31, 2020	BUY	$144.1 - $159.03 $508,384 - $561,057	3,528 Added 19.29%	21,816 $3.46 Million
Q2 2019 Aug 14, 2019	BUY	N/A	1,589 Added 9.52%	18,288 $2.73 Million
Q1 2019 Apr 11, 2019	BUY	N/A	2,051 Added 14.0%	16,699 $2.38 Million
Q4 2018 Feb 06, 2019	BUY	N/A	735 Added 5.28%	14,648 $1.75 Million
Q3 2018 Nov 14, 2018	BUY	N/A	1,148 Added 8.99%	13,913 $1.98 Million
Q2 2018 Aug 13, 2018	BUY	N/A	978 Added 8.3%	12,765 $1.72 Million
Q1 2018 May 14, 2018	BUY	N/A	2,924 Added 32.99%	11,787 $1.52 Million
Q4 2017 Feb 14, 2018	BUY	N/A	2,467 Added 38.57%	8,863 $1.13 Million
Q3 2017 Nov 17, 2017	BUY	N/A	6,396	6,396 $779,000

Others Institutions Holding VOT

# of Institutions

1,109

Shares Held

40.3M

Call Options Held

17.9K

Put Options Held

5.2K

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