Betterment LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Betterment LLC holds 2,117 shares of IVOO stock, worth $222,369. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,117

Holding current value

$222,369

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$104.52 - $115.08 $221,268 - $243,624	2,117 New	2,117 $223,000

Others Institutions Holding IVOO

# of Institutions

292

Shares Held

11.3M

Call Options Held

3.4K

Put Options Held

200

Bank Of America Corp Charlotte, NC

1.3M
Shares

$137 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.02M
Shares

$108 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$94.5 Million
3.79% of portfolio
Ubs Group Ag

746K
Shares

$78.3 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

459K
Shares

$48.2 Million
0.04% of portfolio

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account