Betterment LLC Purchases in Q3 2024

Betterment LLC

  • $41.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
6.08K
+ 95.94%
$57.2 - $65.59 $348K - $399K
12.4K $801K
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.21K
+ 9.72%
$24.06 - $26.97 $198K - $222K
92.7K $2.49M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
7.29K
New
$47.76 - $52.28 $348K - $381K
7.29K $381K
IEF
Ishares Barclays

ETFs
1.83K
+ 4.29%
$92.67 - $99.14 $170K - $181K
44.5K $4.36M
USTB
Victory Portfolios Ii Victorys

ETFs
7.08K
New
$49.79 - $50.91 $353K - $361K
7.08K $359K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.32K
+ 10.63%
$194.66 - $225.97 $257K - $299K
13.7K $3.03M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.49K
+ 15.95%
$44.24 - $49.47 $243K - $272K
39.9K $1.97M
SPSB
Spdr Portfolio Short Term Corp

ETFs
10.7K
+ 20.36%
$29.58 - $30.31 $318K - $325K
63.5K $1.92M
SUB
Ishares Short Term National Mu

ETFs
2.93K
+ 11.49%
$104.3 - $106.3 $305K - $311K
28.4K $3.02M
VT
Vanguard Total World Stk Index

ETFs
1.67K
+ 8.04%
$107.72 - $119.96 $180K - $200K
22.4K $2.68M
AVDE
American Centy ETF Tr Avantis

ETFs
4.67K
+ 81.51%
$60.09 - $67.67 $280K - $316K
10.4K $696K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.68K
+ 6.29%
$25.45 - $29.53 $119K - $138K
79.2K $2.31M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.66K
+ 16.62%
$49.93 - $51.15 $283K - $290K
39.7K $2.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.11K
+ 125.54%
$89.91 - $101.33 $280K - $315K
5.59K $548K
FNDF
Schwab Fundamental Intl Large

ETFs
5.87K
+ 13.89%
$33.67 - $37.71 $198K - $221K
48.1K $1.8M
NVDA
Nvidia Corp

Technology
2.67K
+ 75.49%
$98.91 - $134.91 $264K - $361K
6.21K $754K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.03K
+ 5.39%
$117.9 - $128.2 $121K - $132K
20K $2.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
681
New
$405.19 - $478.57 $276K - $326K
681 $313K
VGSH
Vanguard

ETFs
4.31K
+ 8.8%
$57.74 - $59.13 $249K - $255K
53.3K $3.15M
GLD
Spdr Gold Trust

ETFs
484
+ 7.43%
$215.56 - $246.98 $104K - $120K
7K $1.7M
GOOGL
Alphabet Inc.

Communication Services
1.79K
New
$148.65 - $191.18 $266K - $342K
1.79K $297K
HYG
Ishares Tr

ETFs
3.41K
+ 56.69%
$76.72 - $80.36 $261K - $274K
9.41K $755K
AVUS
American Centy ETF Tr Avantis

ETFs
1.03K
+ 2.62%
$86.27 - $95.15 $88.5K - $97.6K
40.3K $3.83M
ACVF
ETF Opportunities Tr American

ETFs
6.36K
New
$39.3 - $43.65 $250K - $278K
6.36K $277K
META
Meta Platforms, Inc.

Communication Services
485
New
$453.41 - $572.44 $220K - $278K
485 $277K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.23K
+ 72.96%
$95.1 - $106.76 $212K - $239K
5.3K $565K
VLUE
Ishares Msci Usa Value Factor

ETFs
2.32K
+ 75.42%
$99.14 - $109.18 $230K - $253K
5.39K $587K
IWF
Ishares Russell 1000 Gr ETF

ETFs
536
+ 8.7%
$332.02 - $382.76 $178K - $205K
6.7K $2.52M
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.24K
+ 58.67%
$45.71 - $48.29 $240K - $253K
14.2K $679K
EEM
Ishares Msci Emerging Markets

ETFs
5.85K
New
$40.42 - $46.7 $237K - $273K
5.85K $268K
JPM
Jpmorgan Chase & CO

Financial Services
1.25K
New
$194.9 - $224.8 $244K - $281K
1.25K $263K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.92K
+ 33.96%
$114.73 - $120.23 $221K - $231K
7.59K $907K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.58K
New
$49.7 - $56.11 $228K - $257K
4.58K $251K
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.35K
+ 92.29%
$38.89 - $42.97 $208K - $230K
11.1K $477K
UNH
Unitedhealth Group Inc

Healthcare
425
New
$488.01 - $604.18 $207K - $257K
425 $248K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.51K
New
$38.04 - $45.36 $210K - $250K
5.51K $246K
PGR
Progressive Corp

Financial Services
962
New
$209.46 - $259.24 $202K - $249K
962 $244K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
427
New
$523.84 - $572.02 $224K - $244K
427 $243K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.44K
+ 3.74%
$57.32 - $62.65 $82.7K - $90.4K
40K $2.49M
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.55K
New
$40.69 - $42.46 $226K - $236K
5.55K $234K
REET
Ishares Global Reit ETF

ETFs
8.72K
New
$23.07 - $27.17 $201K - $237K
8.72K $232K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
391
+ 2.05%
$97.19 - $109.09 $38K - $42.7K
19.4K $2.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
796
+ 16.52%
$173.36 - $189.8 $138K - $151K
5.61K $1.07M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.64K
+ 5.74%
$55.06 - $62.25 $90.1K - $102K
30.1K $1.85M
GUNR
Flexshares Tr Morningstar Glob

ETFs
5.26K
New
$38.51 - $41.48 $202K - $218K
5.26K $216K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
8.95K
New
$23.25 - $24.3 $208K - $218K
8.95K $215K
BIBL
Northern Lts Fd Tr Iv

ETFs
5.29K
New
$36.61 - $40.67 $194K - $215K
5.29K $215K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.53K
+ 31.7%
$110.22 - $120.89 $169K - $185K
6.35K $764K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
11.3K
New
$17.16 - $19.0 $194K - $215K
11.3K $213K
Activity Summary
Buys All Purchases 291 New Holdings 38 Increased Positions 253 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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