Betterment LLC Purchases in Q3 2025

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
28
+ 4.71%
$696.56 - $806.32 $19.5K - $22.6K
622 $495K
DRSK
ETF Ser Solutions Aptus Define

ETFs
2.52K
+ 12.71%
$28.26 - $29.29 $71.2K - $73.8K
22.3K $644K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
411
+ 7.73%
$105.03 - $112.54 $43.2K - $46.3K
5.73K $632K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
363
+ 1.88%
$50.32 - $54.01 $18.3K - $19.6K
19.7K $1.07M
CMI
Cummins Inc

Industrials
23
+ 3.54%
$327.85 - $426.39 $7.54K - $9.81K
673 $284K
IQLT
Ishares Msci Intl Quality Fact

ETFs
573
+ 1.24%
$41.43 - $44.2 $23.7K - $25.3K
46.7K $2.07M
MGC
Vanguard Mega Cap ETF

ETFs
138
+ 7.36%
$224.2 - $245.55 $30.9K - $33.9K
2.01K $491K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
987
+ 11.07%
$36.93 - $40.55 $36.4K - $40K
9.9K $398K
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.22K
+ 9.34%
$29.12 - $29.34 $64.6K - $65K
26K $761K
JPIE
J P Morgan Exchange Traded Fd
1.41K
+ 15.25%
$46.01 - $46.55 $64.7K - $65.4K
10.6K $493K
VONE
Vanguard Russell 1000 ETF

ETFs
35
+ 1.42%
$280.68 - $303.97 $9.82K - $10.6K
2.5K $756K
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 1.88%
$282.78 - $316.06 $10.5K - $11.7K
2.01K $633K
COST
Costco Wholesale Corp

Consumer Defensive
141
+ 13.13%
$915.95 - $994.57 $129K - $140K
1.22K $1.13M
JNJ
Johnson & Johnson

Healthcare
16
+ 0.91%
$155.17 - $185.42 $2.48K - $2.97K
1.78K $329K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
362
+ 9.51%
$108.47 - $114.7 $39.3K - $41.5K
4.17K $478K
VDE
Vanguard Energy ETF

ETFs
217
+ 4.52%
$118.37 - $129.65 $25.7K - $28.1K
5.02K $632K
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 0.33%
$121.35 - $144.54 $1.09K - $1.3K
2.78K $401K
SRLN
Ssga Active Trust

ETFs
1.42K
+ 8.1%
$41.28 - $41.65 $58.5K - $59.1K
18.9K $787K
META
Meta Platforms, Inc.

Communication Services
83
+ 13.67%
$695.21 - $791.73 $57.7K - $65.7K
690 $507K
FDVV
Fidelity High Dividend ETF

ETFs
492
+ 5.87%
$52.42 - $55.71 $25.8K - $27.4K
8.88K $495K
BOND
Pimco Active Bond Exchange Tra

ETFs
525
+ 8.7%
$90.83 - $93.81 $47.7K - $49.3K
6.56K $613K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
197
+ 1.92%
$72.04 - $77.35 $14.2K - $15.2K
10.4K $800K
LMT
Lockheed Martin Corp

Industrials
72
+ 14.06%
$410.74 - $499.21 $29.6K - $35.9K
584 $292K
OSCV
Opus Small Cap Value ETF

ETFs
1.02K
+ 13.66%
$35.98 - $38.73 $36.7K - $39.5K
8.5K $325K
XLF
Financial Sector Spdr

ETFs
750
+ 8.3%
$51.37 - $54.25 $38.5K - $40.7K
9.79K $527K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
698
+ 2.05%
$43.1 - $44.6 $30.1K - $31.1K
34.8K $1.54M
EMLP
First Tr Exchange Traded Iv

ETFs
591
+ 1.51%
$36.99 - $38.38 $21.9K - $22.7K
39.7K $1.52M
Toroso Investments Llc/United States
1.39K
+ 6.13%
N/A
24.1K $420K
ROST
Ross Stores, Inc.

Consumer Cyclical
10
+ 0.51%
$127.59 - $152.81 $1.28K - $1.53K
1.97K $300K
IDV
Ishares Tr

ETFs
846
+ 9.73%
$34.54 - $37.28 $29.2K - $31.5K
9.54K $349K
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
1.15K
+ 14.12%
$32.52 - $34.87 $37.4K - $40.1K
9.3K $322K
EEM
Ishares Msci Emerging Markets

ETFs
43
+ 0.5%
$48.07 - $53.4 $2.07K - $2.3K
8.64K $462K
VTC
Vanguard Scottsdale Fds Total

ETFs
527
+ 10.98%
$76.18 - $78.81 $40.1K - $41.5K
5.33K $417K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
251
+ 1.77%
$50.02 - $53.28 $12.6K - $13.4K
14.4K $756K
FLQH
Franklin Templeton Libertyq In

ETFs
709
+ 7.54%
N/A
10.1K $377K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
6
+ 0.15%
$118.33 - $128.54 $710 - $771
4.13K $530K
GNMA
Ishares Gnma Bond ETF

ETFs
882
+ 11.47%
$43.21 - $44.75 $38.1K - $39.5K
8.57K $380K
TIP
Ishares Tr Tips Bd ETF

ETFs
197
+ 1.15%
$109.11 - $111.88 $21.5K - $22K
17.4K $1.93M
DGS
Wisdomtree Emerging Markets Sm

ETFs
324
+ 2.57%
$54.85 - $58.99 $17.8K - $19.1K
12.9K $737K
AVES
American Centy ETF Tr Avantis

ETFs
88
+ 0.97%
$53.51 - $57.96 $4.71K - $5.1K
9.11K $523K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.06K
+ 2.58%
$26.44 - $27.1 $27.9K - $28.6K
42K $1.13M
XLE
Energy Sector Spdr

ETFs
19
+ 0.23%
$84.25 - $91.99 $1.6K - $1.75K
8.23K $735K
REET
Ishares Global Reit ETF

ETFs
967
+ 6.08%
$24.45 - $25.91 $23.6K - $25.1K
16.9K $431K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
28
+ 4.31%
$567.09 - $607.37 $15.9K - $17K
678 $404K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
44
+ 0.18%
$31.78 - $33.69 $1.4K - $1.48K
24.8K $820K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
994
+ 11.85%
$28.77 - $29.79 $28.6K - $29.6K
9.38K $278K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
117
+ 6.39%
$133.48 - $144.38 $15.6K - $16.9K
1.95K $278K
MGV
Vanguard Mega Cap Value

ETFs
88
+ 3.22%
$129.46 - $137.85 $11.4K - $12.1K
2.82K $388K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
367
+ 5.9%
$62.49 - $64.56 $22.9K - $23.7K
6.59K $423K
Activity Summary
Buys All Purchases 330 New Holdings 34 Increased Positions 296 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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