SEC 13F Intelligence

Betterment LLC / VIG

Betterment LLC’s Vanguard Specialized Funds Position

Does Betterment LLC own Vanguard Specialized Funds (VIG)? Yes159.1K shares worth $34M (+0.06% of its 13F portfolio) as of Q1 2026, down from 159.9K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
159.1K
% of Portfolio
+0.06%
Quarters Held
27
currently held

Position History VIG

Reported value by quarter
Q1 ’19: $206,000Q1 ’19Q2 ’19: $314,000Q3 ’19: $314,000Q4 ’19: $347,000Q2 ’20: $207,000Q2 ’20Q3 ’20: $489,000Q4 ’20: $549,000Q2 ’21: $650,000Q3 ’21: $699,000Q3 ’21Q4 ’21: $1MQ1 ’22: $1MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $6MQ1 ’24: $15MQ2 ’24: $17MQ3 ’24: $21MQ3 ’24Q4 ’24: $24MQ1 ’25: $26MQ2 ’25: $29MQ3 ’25: $33MQ3 ’25Q4 ’25: $35MQ1 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026159.1K$34M+0.06%
Q4 2025159.9K$35M+0.07%
Q3 2025154.5K$33M+0.07%
Q2 2025143.7K$29M+0.06%
Q1 2025133.1K$26M+0.06%
Q4 2024124.5K$24M+0.06%
Q3 2024103.6K$21M+0.05%
Q2 202493.6K$17M+0.04%
Q1 202481.7K$15M+0.04%
Q4 202337.0K$6M+0.02%
Q3 202313.2K$2M+0.01%
Q2 202312.3K$2M+0.01%
Q1 202312.9K$2M+0.01%
Q4 202211.4K$2M+0.01%
Q3 202210.7K$2M+0.01%
Q2 202210.7K$2M+0.01%
Q1 20228.6K$1M0.00%
Q4 20217.1K$1M0.00%
Q3 20214.6K$699,0000.00%
Q2 20214.2K$650,0000.00%
Q4 20203.9K$549,0000.00%
Q3 20203.8K$489,0000.00%
Q2 20201.8K$207,0000.00%
Q4 20192.8K$347,0000.00%
Q3 20192.7K$314,0000.00%
Q2 20192.7K$314,0000.00%
Q1 20191.9K$206,0000.00%

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 VIG.