Betterment LLC Purchases in Q1 2025

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
5.58K
+ 4.59%
$34.95 - $37.36 $195K - $209K
127K $4.53M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
9.84K
New
$24.5 - $24.95 $241K - $246K
9.84K $244K
Calamos Advisors LLC
10.4K
New
N/A
10.4K $241K
VHT
Vanguard Health Care ETF

ETFs
905
New
$254.06 - $273.83 $230K - $248K
905 $240K
AVES
American Centy ETF Tr Avantis

ETFs
4.98K
New
$44.71 - $48.65 $223K - $242K
4.98K $235K
GE
General Electric CO

Industrials
1.13K
New
$168.59 - $212.13 $191K - $240K
1.13K $226K
Morgan Stanley Investment Management Inc
4.42K
New
N/A
4.42K $224K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
7.94K
+ 16.51%
$24.27 - $26.2 $193K - $208K
56K $1.41M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
7.53K
New
$28.11 - $30.42 $212K - $229K
7.53K $220K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.37K
New
$89.18 - $104.04 $211K - $247K
2.37K $217K
NFLX
Netflix Inc

Communication Services
224
New
$828.4 - $1058.6 $186K - $237K
224 $209K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.16K
+ 41.75%
$114.9 - $139.6 $248K - $302K
7.34K $862K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
4.54K
New
N/A
4.54K $205K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.4K
+ 8.57%
$55.47 - $61.45 $133K - $147K
30.3K $1.79M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
5.21K
New
$38.36 - $41.43 $200K - $216K
5.21K $202K
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.67K
+ 38.24%
$28.92 - $29.24 $193K - $195K
24.1K $705K
SRLN
Ssga Active Trust

ETFs
4.82K
+ 38.66%
$41.02 - $41.99 $198K - $202K
17.3K $711K
HYLB
Xtrackers Usd High Yield Corp

ETFs
4.55K
+ 1.61%
$35.96 - $36.72 $164K - $167K
287K $10.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.37K
+ 12.26%
$67.03 - $74.61 $293K - $326K
40K $2.72M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.33K
+ 24.28%
$50.44 - $50.7 $168K - $169K
17.1K $865K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.3K
+ 32.83%
$32.49 - $37.99 $205K - $239K
25.5K $854K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.47K
+ 56.48%
$65.27 - $71.18 $161K - $176K
6.84K $454K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.37K
+ 44.08%
$39.18 - $43.52 $132K - $146K
11K $460K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
2.34K
+ 11.86%
$47.59 - $50.79 $112K - $119K
22.1K $1.11M
AVIG
American Centy ETF Tr Avantis

ETFs
3.15K
+ 21.07%
$40.06 - $41.55 $126K - $131K
18.1K $750K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.42K
+ 27.27%
$89.27 - $92.9 $127K - $132K
6.63K $613K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
599
+ 2.68%
N/A
23K $1.81M
EFV
Msci Eafe Value ETF

ETFs
658
+ 4.24%
$51.88 - $60.73 $34.1K - $40K
16.2K $952K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.19K
+ 2.61%
$77.7 - $78.94 $92.3K - $93.8K
46.7K $3.68M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.92K
+ 57.67%
$61.23 - $63.33 $118K - $122K
5.26K $331K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
4.73K
+ 16.66%
$25.44 - $25.58 $120K - $121K
33.1K $846K
XLE
Energy Sector Spdr

ETFs
641
+ 8.59%
$85.7 - $93.96 $54.9K - $60.2K
8.1K $757K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.68K
+ 65.78%
$80.08 - $92.93 $134K - $156K
4.23K $341K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
2.56K
+ 50.55%
$49.93 - $56.52 $128K - $145K
7.62K $384K
ABT
Abbott Laboratories

Healthcare
467
+ 23.13%
$111.1 - $140.22 $51.9K - $65.5K
2.49K $330K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.68K
+ 4.4%
$24.05 - $24.86 $64.4K - $66.6K
63.6K $1.58M
EFG
Msci Eafe Growth ETF

ETFs
822
+ 14.07%
$96.1 - $106.37 $79K - $87.4K
6.66K $666K
VRIG
Invesco Actively Managed ETF F

ETFs
4.07K
+ 9.63%
$25.06 - $25.19 $102K - $102K
46.3K $1.16M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.03K
+ 21.03%
$47.35 - $48.24 $96.3K - $98.1K
11.7K $557K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.82K
+ 27.17%
$51.26 - $52.53 $93.1K - $95.4K
8.5K $438K
DGRO
Ishares Core Dividend Growth E

ETFs
1.38K
+ 27.07%
$60.46 - $64.42 $83.3K - $88.7K
6.46K $399K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.15K
+ 3.43%
$29.82 - $30.1 $64K - $64.6K
64.7K $1.95M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.1K
+ 19.69%
$30.35 - $33.16 $63.6K - $69.5K
12.7K $407K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
190
+ 1.75%
$67.08 - $76.14 $12.7K - $14.5K
11.1K $816K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
4.4K
+ 24.54%
$17.95 - $19.17 $79K - $84.3K
22.3K $404K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
914
+ 2.53%
$44.72 - $46.25 $40.9K - $42.3K
37.1K $1.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
337
+ 1.51%
$126.11 - $135.06 $42.5K - $45.5K
22.6K $2.92M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.42K
+ 19.92%
$40.27 - $42.11 $57.3K - $59.9K
8.57K $361K
HYLS
First Tr Tactical High Yield L

ETFs
1.73K
+ 33.83%
$40.95 - $41.77 $71K - $72.4K
6.86K $282K
Activity Summary
Buys All Purchases 293 New Holdings 28 Increased Positions 265 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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