SEC 13F Intelligence

Betterment LLC / VOTE

Betterment LLC’s Tcw Etf Trust Position

Does Betterment LLC own Tcw Etf Trust (VOTE)? Yes1.62M shares worth $123M (+0.23% of its 13F portfolio) as of Q1 2026, up from 1.57M shares the prior filed quarter.

Position Value
$123M
Q1 2026
Shares
1.62M
% of Portfolio
+0.23%
Quarters Held
19
currently held

Position History VOTE

Reported value by quarter
Q3 ’21: $14MQ3 ’21Q4 ’21: $28MQ1 ’22: $36MQ2 ’22: $35MQ2 ’22Q3 ’22: $35MQ4 ’22: $40MQ1 ’23: $44MQ1 ’23Q2 ’23: $49MQ3 ’23: $48MQ4 ’23: $54MQ4 ’23Q1 ’24: $60MQ2 ’24: $75MQ3 ’24: $82MQ3 ’24Q4 ’24: $88MQ1 ’25: $86MQ2 ’25: $111MQ2 ’25Q3 ’25: $122MQ4 ’25: $126MQ1 ’26: $123MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.62M$123M+0.23%
Q4 20251.57M$126M+0.24%
Q3 20251.56M$122M+0.24%
Q2 20251.52M$111M+0.24%
Q1 20251.32M$86M+0.20%
Q4 20241.27M$88M+0.21%
Q3 20241.23M$82M+0.20%
Q2 20241.19M$75M+0.20%
Q1 2024975.7K$60M+0.16%
Q4 2023964.6K$54M+0.15%
Q3 2023965.6K$48M+0.15%
Q2 2023956.6K$49M+0.15%
Q1 2023927.6K$44M+0.14%
Q4 2022899.1K$40M+0.14%
Q3 2022805.2K$35M+0.13%
Q2 2022805.2K$35M+0.13%
Q1 2022680.7K$36M+0.11%
Q4 2021504.2K$28M+0.09%
Q3 2021278.5K$14M+0.05%

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 VOTE.