Betterment LLC Vanguard Mid Cap Value Index F Transaction History

Betterment LLC

$37.2 Billion
Q1 2024

A detailed history of Betterment LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Betterment LLC holds 5,414,204 shares of VOE stock, worth $833 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

5,414,204

Previous 10,829,893 50.01%

Holding current value

$833 Million

Previous $1.57 Billion 46.25%

% of portfolio

2.27%

Previous 4.53%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$132.21 - $142.75 $16.2 Million - $17.5 Million	122,406 Added 1.24%	9,993,406 $1.35 Billion
Q2 2022 Aug 10, 2022	SELL	N/A	-214,866 Reduced 2.13%	9,871,000 $1.28 Billion
Q1 2022 May 16, 2022	SELL	N/A	-150,863 Reduced 1.47%	10,085,866 $1.51 Billion
Q4 2021 Feb 15, 2022	BUY	N/A	94,311 Added 0.93%	10,236,729 $1.54 Billion
Q3 2021 Nov 15, 2021	BUY	N/A	93,627 Added 0.93%	10,142,418 $1.42 Billion
Q2 2021 Aug 10, 2021	BUY	N/A	306,398 Added 3.14%	10,048,791 $1.41 Billion
Q1 2021 Jun 01, 2021	BUY	N/A	467,379 Added 5.04%	9,742,393 $1.31 Billion
Q4 2020 Feb 12, 2021	BUY	N/A	280,130 Added 3.11%	9,275,014 $1.1 Billion
Q3 2020 Nov 10, 2020	BUY	N/A	254,647 Added 2.91%	8,994,884 $912 Million
Q2 2020 Aug 11, 2020	BUY	N/A	1,040,513 Added 13.51%	8,740,237 $836 Million
Q1 2020 May 14, 2020	SELL	N/A	-279,940 Reduced 3.51%	7,699,724 $626 Million
Q4 2019 Jan 31, 2020	BUY	N/A	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

1,025

Shares Held

65.7M

Call Options Held

40.7K

Put Options Held

1.3K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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