Betterment LLC Reduced Holdings in Q1 2025

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-874K
- 3.24%
$271.18 - $303.12 $237M - $265M
26.1M $7.17B
BNDX
Vanguard Total International B

ETFs
-2.58M
- 12.32%
$48.33 - $49.5 $125M - $128M
18.4M $896M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-262K
- 2.22%
$120.29 - $134.6 $31.5M - $35.3M
11.5M $1.41B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.99M
- 6.68%
$42.5 - $46.71 $170M - $186M
55.8M $2.53B
EMB
Ishares Tr

ETFs
-1.06M
- 11.7%
$88.64 - $92.03 $93.7M - $97.3M
7.98M $723M
VBR
Vanguard Small Cap Value ETF

ETFs
-194K
- 5.46%
$183.02 - $207.75 $35.5M - $40.2M
3.35M $625M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-32.2K
- 0.2%
$40.03 - $46.81 $1.29M - $1.51M
16.1M $658M
SPMD
Spdr Portfolio

ETFs
-48.9K
- 0.27%
$50.21 - $57.73 $2.45M - $2.82M
17.9M $915M
VOE
Vanguard Mid Cap Value Index F

ETFs
-217K
- 4.82%
$156.61 - $168.02 $34M - $36.5M
4.29M $689M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-520K
- 2.92%
$21.23 - $23.75 $11M - $12.3M
17.3M $371M
IEMG
Ishares Inc

ETFs
-540K
- 6.74%
N/A
7.47M $403M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-499K
- 19.85%
$48.43 - $49.9 $24.2M - $24.9M
2.02M $101M
SHV
Ishares Tr

ETFs
-184K
- 14.15%
$110.11 - $110.51 $20.3M - $20.4M
1.12M $124M
VTV
Vanguard Value ETF

ETFs
-223K
- 4.1%
$167.73 - $179.21 $37.4M - $40M
5.23M $903M
IWS
Ishares Russell Midcap Value E

ETFs
-84.3K
- 4.7%
$122.59 - $135.24 $10.3M - $11.4M
1.71M $216M
IWN
Ishares Russell2000 Val ETF

ETFs
-34.6K
- 4.17%
$149.27 - $169.4 $5.17M - $5.86M
794K $120M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-160K
- 67.92%
$81.83 - $82.73 $13.1M - $13.3M
75.8K $6.27M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-228K
- 5.64%
$100.59 - $103.47 $23M - $23.6M
3.82M $395M
KOMP
Spdr S&P Kensho New Economies

ETFs
-53.1K
- 2.9%
$46.49 - $54.36 $2.47M - $2.88M
1.77M $82.4M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-196K
- 10.57%
N/A
1.66M $106M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-413K
- 12.19%
$32.74 - $36.2 $13.5M - $15M
2.98M $104M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-141K
- 5.18%
$49.78 - $53.19 $7M - $7.48M
2.57M $131M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.59K
- 2.89%
$554.06 - $615.85 $2.54M - $2.83M
154K $86.7M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-15.2K
- 3.57%
$101.98 - $115.66 $1.55M - $1.75M
410K $42M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-106K
- 31.44%
$38.0 - $38.88 $4.01M - $4.1M
230K $8.79M
MBB
Ishares Tr

ETFs
-43.3K
- 48.32%
$90.37 - $94.08 $3.92M - $4.08M
46.4K $4.35M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-3.41K
- 0.57%
$62.28 - $71.92 $212K - $245K
596K $37.8M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-75K
- 12.99%
$47.33 - $47.92 $3.55M - $3.6M
503K $23.9M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-1.26K
- 0.1%
$189.39 - $204.09 $238K - $257K
1.3M $248M
IVE
Ishares S&P 500 Value ETF

ETFs
-14.1K
- 3.39%
$185.78 - $198.58 $2.62M - $2.8M
402K $76.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-189K
- 4.05%
$25.77 - $27.6 $4.86M - $5.2M
4.46M $119M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-11.4K
- 67.79%
$196.12 - $229.48 $2.24M - $2.63M
5.44K $1.1M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-114K
- 8.41%
$22.42 - $23.22 $2.55M - $2.64M
1.24M $28.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-42.6K
- 20.56%
$51.52 - $52.37 $2.19M - $2.23M
165K $8.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.07K
- 15.18%
$102.49 - $119.96 $929K - $1.09M
50.7K $5.3M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.35K
- 1.27%
$113.22 - $126.36 $266K - $297K
183K $21M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-43.2K
- 20.72%
$53.69 - $62.68 $2.32M - $2.71M
165K $9.95M
VEU
Vanguard Ftse All World Ex Us

ETFs
-24.8K
- 39.42%
$56.51 - $62.98 $1.4M - $1.56M
38.2K $2.31M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-29.8K
- 9.33%
$44.26 - $45.22 $1.32M - $1.35M
290K $12.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
-15.2K
- 32.11%
$79.17 - $82.04 $1.2M - $1.25M
32.1K $2.63M
CMF
Ishares California Muni Bond E

ETFs
-16K
- 7.57%
$55.93 - $57.47 $894K - $919K
195K $11M
VGIT
Vanguard Intermediate Term Tre

ETFs
-16.9K
- 30.41%
$57.44 - $59.4 $971K - $1M
38.7K $2.3M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-12.7K
- 38.72%
$67.41 - $69.37 $859K - $884K
20.2K $1.39M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-8.3K
- 26.75%
$94.86 - $97.12 $788K - $806K
22.7K $2.17M
TIP
Ishares Tr Tips Bd ETF

ETFs
-7.67K
- 31.46%
$106.22 - $111.09 $814K - $852K
16.7K $1.86M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-18.5K
- 20.48%
$42.4 - $44.11 $786K - $818K
72K $3.16M
NYF
Ishares New York Muni Bond ETF

ETFs
-10K
- 5.6%
$52.33 - $53.92 $525K - $541K
169K $8.91M
IWV
Ishares Russell 3000 ETF

ETFs
-1.7K
- 59.46%
$313.1 - $349.83 $533K - $596K
1.16K $369K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-9.42K
- 31.23%
$74.85 - $84.89 $705K - $800K
20.7K $1.7M
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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