Betterment LLC’s Vanguard Tax-Managed Fds Position
Does Betterment LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 137.93M shares worth $8.8B (+16.74% of its 13F portfolio) as of Q1 2026, down from 138.59M shares the prior filed quarter.
Position Value
$8.8B
Q1 2026
Shares
137.93M
% of Portfolio
+16.74%
Quarters Held
28
currently held
Position History VEA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 137.93M | $8.8B | +16.74% |
| Q4 2025 | 138.59M | $8.7B | +16.49% |
| Q3 2025 | 137.45M | $8.2B | +16.28% |
| Q2 2025 | 134.08M | $7.6B | +16.28% |
| Q1 2025 | 133.98M | $6.8B | +16.16% |
| Q4 2024 | 137.49M | $6.6B | +15.67% |
| Q3 2024 | 127.35M | $6.7B | +16.05% |
| Q2 2024 | 124.62M | $6.2B | +15.95% |
| Q1 2024 | 119.21M | $6.0B | +16.05% |
| Q4 2023 | 109.76M | $5.3B | +15.14% |
| Q3 2023 | 108.00M | $4.7B | +15.00% |
| Q2 2023 | 105.29M | $4.9B | +15.07% |
| Q1 2023 | 103.66M | $4.7B | +15.16% |
| Q4 2022 | 103.96M | $4.4B | +14.97% |
| Q3 2022 | 102.29M | $4.2B | +14.93% |
| Q2 2022 | 102.29M | $4.2B | +14.93% |
| Q1 2022 | 96.61M | $4.6B | +14.76% |
| Q4 2021 | 93.97M | $4.8B | +14.94% |
| Q3 2021 | 90.38M | $4.6B | +15.25% |
| Q2 2021 | 86.87M | $4.5B | +15.25% |
| Q4 2020 | 74.14M | $3.5B | +14.67% |
| Q3 2020 | 70.13M | $2.9B | +14.08% |
| Q2 2020 | 67.07M | $2.6B | +13.84% |
| Q1 2020 | 71.35M | $2.4B | +14.77% |
| Q4 2019 | 77.70M | $3.4B | +17.69% |
| Q3 2019 | 72.73M | $3.0B | +17.20% |
| Q2 2019 | 72.73M | $3.0B | +17.20% |
| Q1 2019 | 69.16M | $2.8B | +17.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of VEA.