Betterment LLC Sells in Q3 2025

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIP
Dimensional ETF Tr Inflation P

ETFs
-2.28K
- 28.65%
$41.6 - $42.66 $95K - $97.4K
5.69K $240K
PG
Procter & Gamble CO

Consumer Defensive
-458
- 12.43%
$150.47 - $161.22 $68.9K - $73.8K
3.23K $496K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-417
- 14.1%
$339.37 - $366.46 $142K - $153K
2.54K $928K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.92K
- 3.55%
$88.47 - $93.24 $258K - $272K
79.2K $7.24M
VLUE
Ishares Msci Usa Value Factor

ETFs
-806
- 32.28%
$111.55 - $125.05 $89.9K - $101K
1.69K $211K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-718
- 9.93%
$236.25 - $257.69 $170K - $185K
6.51K $1.67M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-754
- 27.24%
$92.97 - $100.18 $70.1K - $75.5K
2.01K $200K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.65K
- 25.4%
$41.5 - $43.83 $68.3K - $72.1K
4.83K $212K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.51K
- 5.66%
$122.57 - $132.57 $308K - $333K
41.8K $5.42M
OEF
Ishares S&P 100 ETF

ETFs
-276
- 20.13%
N/A
1.1K $364K
CMCSA
Comcast Corp

Communication Services
-455
- 6.32%
$31.41 - $36.33 $14.3K - $16.5K
6.74K $212K
ABT
Abbott Laboratories

Healthcare
-280
- 11.28%
$120.51 - $136.62 $33.7K - $38.3K
2.2K $295K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-856
- 3.21%
N/A
25.8K $1.29M
HYG
Ishares Tr

ETFs
-635
- 3.15%
$79.85 - $81.32 $50.7K - $51.6K
19.5K $1.59M
ACGL
Arch Capital Group Ltd.

Financial Services
-313
- 6.71%
$85.61 - $93.54 $26.8K - $29.3K
4.35K $395K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-363
- 17.72%
$111.77 - $121.28 $40.6K - $44K
1.69K $203K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-1.04K
- 4.12%
$48.06 - $50.98 $49.8K - $52.8K
24.1K $1.22M
XLU
Utilities Sector Spdr

ETFs
-801
- 10.07%
$81.14 - $87.32 $65K - $69.9K
7.15K $624K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-387
- 11.04%
$131.47 - $143.64 $50.9K - $55.6K
3.12K $441K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-479
- 4.92%
$71.6 - $76.11 $34.3K - $36.5K
9.25K $701K
MBB
Ishares Tr

ETFs
-978
- 1.72%
$92.46 - $95.73 $90.4K - $93.6K
56K $5.33M
PGR
Progressive Corp

Financial Services
-5
- 0.5%
$238.61 - $264.3 $1.19K - $1.32K
992 $245K
First Trust Advisors LP
-1.12K
- 8.18%
N/A
12.6K $267K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-717
- 13.14%
$43.65 - $46.42 $31.3K - $33.3K
4.74K $220K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-285
- 1.76%
$96.22 - $98.19 $27.4K - $28K
15.9K $1.56M
AVIG
American Centy ETF Tr Avantis

ETFs
-578
- 3.16%
$41.02 - $42.32 $23.7K - $24.5K
17.7K $746K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-397
- 0.99%
$48.31 - $48.93 $19.2K - $19.4K
39.5K $1.93M
NEAR
Blackrock Short Maturity Bond

ETFs
-379
- 0.81%
$50.8 - $51.32 $19.3K - $19.5K
46.5K $2.38M
USXF
Ishares Esg Advanced Msci Usa

Technology
-575
- 8.33%
$53.69 - $57.31 $30.9K - $33K
6.33K $363K
Invesco
-88
- 1.06%
N/A
8.25K $569K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-338
- 5.41%
$33.76 - $35.55 $11.4K - $12K
5.91K $209K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-190
- 0.57%
$25.39 - $25.57 $4.82K - $4.86K
33.2K $849K
ACVF
ETF Opportunities Tr American

ETFs
-317
- 4.78%
$47.19 - $49.42 $15K - $15.7K
6.31K $311K
Goldman Sachs Asset Management LP
-223
- 5.21%
N/A
4.05K $212K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-1.35K
- 7.5%
$67.1 - $74.29 $90.5K - $100K
16.6K $1.22M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-274
- 11.14%
$97.65 - $111.15 $26.8K - $30.5K
2.19K $240K
MA
Mastercard Inc

Financial Services
-10
- 1.06%
$550.18 - $598.96 $5.5K - $5.99K
937 $533K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-290
- 4.79%
$91.28 - $97.59 $26.5K - $28.3K
5.77K $553K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.25K
- 5.33%
N/A
40K $3.96M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-14
- 0.29%
N/A
4.87K $227K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-301
- 4.02%
$62.44 - $65.87 $18.8K - $19.8K
7.19K $474K
GVI
Ishares Tr

ETFs
-75
- 0.41%
$105.8 - $107.81 $7.94K - $8.09K
18.4K $1.97M
ELD
Wisdomtree Emerging Local Debt

ETFs
-10
- 0.13%
$27.5 - $29.07 $275 - $291
7.53K $216K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-467
- 4.48%
$53.81 - $57.52 $25.1K - $26.9K
9.96K $573K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-59
- 1.09%
$43.83 - $45.64 $2.59K - $2.69K
5.36K $244K
EFG
Msci Eafe Growth ETF

ETFs
-24
- 0.48%
$106.99 - $114.46 $2.57K - $2.75K
4.98K $567K
HEFA
Ishares Currency Hedged Msci E

ETFs
-136
- 1.83%
$37.2 - $39.61 $5.06K - $5.39K
7.3K $289K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-323
- 4.5%
$113.73 - $121.28 $36.7K - $39.2K
6.85K $819K
POCT
Innovator U.S. Equity Power Bu

ETFs
-48
- 0.74%
$41.27 - $43.1 $1.98K - $2.07K
6.46K $278K
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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