Betterment LLC Vanguard Mid Cap Value Index F Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Betterment LLC holds 4,291,924 shares of VOE stock, worth $726 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

4,291,924

Previous 4,509,099 4.82%

Holding current value

$726 Million

Previous $729 Million 5.54%

% of portfolio

1.63%

Previous 1.75%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$156.61 - $168.02 $34 Million - $36.5 Million	-217,175 Reduced 4.82%	4,291,924 $689 Million
Q4 2024 Feb 14, 2025	SELL	$160.89 - $176.18 $27.6 Million - $30.2 Million	-171,573 Reduced 3.67%	4,509,099 $729 Million
Q3 2024 Nov 14, 2024	SELL	$149.02 - $167.67 $24.1 Million - $27.1 Million	-161,506 Reduced 3.34%	4,680,672 $785 Million
Q2 2024 Aug 14, 2024	SELL	$146.82 - $155.77 $84 Million - $89.1 Million	-572,026 Reduced 10.57%	4,842,178 $728 Million
Q1 2024 May 10, 2024	SELL	$141.07 - $155.91 $764 Million - $844 Million	-5,415,689 Reduced 50.01%	5,414,204 $844 Million
Q4 2023 Feb 09, 2024	BUY	$124.27 - $145.8 $17 Million - $19.9 Million	136,515 Added 1.28%	10,829,893 $1.57 Billion
Q3 2023 Nov 09, 2023	BUY	$130.77 - $144.24 $29.9 Million - $33 Million	228,509 Added 2.18%	10,693,378 $1.4 Billion
Q2 2023 Aug 07, 2023	BUY	$127.92 - $138.38 $35.4 Million - $38.3 Million	276,527 Added 2.71%	10,464,869 $1.45 Billion
Q1 2023 May 15, 2023	BUY	$126.74 - $147.12 $24.7 Million - $28.7 Million	194,936 Added 1.95%	10,188,342 $1.37 Billion
Q4 2022 Feb 13, 2023	BUY	$122.51 - $142.75 $15 Million - $17.5 Million	122,406 Added 1.24%	9,993,406 $1.35 Billion
Q2 2022 Aug 10, 2022	SELL	$126.2 - $153.17 $27.1 Million - $32.9 Million	-214,866 Reduced 2.13%	9,871,000 $1.28 Billion
Q1 2022 May 16, 2022	SELL	$140.72 - $152.6 $21.2 Million - $23 Million	-150,863 Reduced 1.47%	10,085,866 $1.51 Billion
Q4 2021 Feb 15, 2022	BUY	$140.47 - $150.69 $13.2 Million - $14.2 Million	94,311 Added 0.93%	10,236,729 $1.54 Billion
Q3 2021 Nov 15, 2021	BUY	$135.17 - $146.62 $12.7 Million - $13.7 Million	93,627 Added 0.93%	10,142,418 $1.42 Billion
Q2 2021 Aug 10, 2021	BUY	$136.19 - $145.71 $41.7 Million - $44.6 Million	306,398 Added 3.14%	10,048,791 $1.41 Billion
Q1 2021 Jun 01, 2021	BUY	$116.81 - $138.13 $54.6 Million - $64.6 Million	467,379 Added 5.04%	9,742,393 $1.31 Billion
Q4 2020 Feb 12, 2021	BUY	$100.82 - $119.56 $28.2 Million - $33.5 Million	280,130 Added 3.11%	9,275,014 $1.1 Billion
Q3 2020 Nov 10, 2020	BUY	$93.59 - $106.12 $23.8 Million - $27 Million	254,647 Added 2.91%	8,994,884 $912 Million
Q2 2020 Aug 11, 2020	BUY	$75.66 - $107.24 $78.7 Million - $112 Million	1,040,513 Added 13.51%	8,740,237 $836 Million
Q1 2020 May 14, 2020	SELL	$68.69 - $121.9 $19.2 Million - $34.1 Million	-279,940 Reduced 3.51%	7,699,724 $626 Million
Q4 2019 Jan 31, 2020	BUY	$108.67 - $119.8 $56.9 Million - $62.8 Million	523,937 Added 7.03%	7,979,664 $951 Million
Q2 2019 Aug 14, 2019	BUY	N/A	248,750 Added 3.45%	7,455,727 $830 Million
Q1 2019 Apr 11, 2019	BUY	N/A	358,571 Added 5.24%	7,206,977 $777 Million
Q4 2018 Feb 06, 2019	BUY	N/A	27,447 Added 0.4%	6,848,406 $652 Million
Q3 2018 Nov 14, 2018	BUY	N/A	679,435 Added 11.06%	6,820,959 $771 Million
Q2 2018 Aug 13, 2018	BUY	N/A	344,117 Added 5.94%	6,141,524 $678 Million
Q1 2018 May 14, 2018	BUY	N/A	565,000 Added 10.8%	5,797,407 $637 Million
Q4 2017 Feb 14, 2018	BUY	N/A	1,069,919 Added 25.7%	5,232,407 $584 Million
Q3 2017 Nov 17, 2017	BUY	N/A	442,642 Added 11.9%	4,162,488 $440 Million
Q2 2017 Aug 14, 2017	BUY	N/A	3,719,846	3,719,846 $383 Million

Others Institutions Holding VOE

# of Institutions

1,209

Shares Held

70.6M

Call Options Held

42.8K

Put Options Held

2.8K

View Full List

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