SEC 13F Intelligence

Betterment LLC / VTIP

Betterment LLC’s Vanguard Malvern Fds Position

Does Betterment LLC own Vanguard Malvern Fds (VTIP)? Yes — 1.47M shares worth $73M (+0.14% of its 13F portfolio) as of Q1 2026, down from 1.56M shares the prior filed quarter.

Position Value
$73M
Q1 2026
Shares
1.47M
% of Portfolio
+0.14%
Quarters Held
28
currently held

Position History VTIP

Reported value by quarter
Q1 ’19: $277MQ1 ’19Q2 ’19: $296MQ3 ’19: $296MQ4 ’19: $329MQ1 ’20: $292MQ1 ’20Q2 ’20: $326MQ3 ’20: $353MQ4 ’20: $382MQ2 ’21: $479MQ2 ’21Q3 ’21: $504MQ4 ’21: $520MQ1 ’22: $523MQ2 ’22: $499MQ2 ’22Q3 ’22: $499MQ4 ’22: $385MQ1 ’23: $346MQ2 ’23: $299MQ2 ’23Q3 ’23: $254MQ4 ’23: $224MQ1 ’24: $160MQ2 ’24: $146MQ2 ’24Q3 ’24: $138MQ4 ’24: $122MQ1 ’25: $101MQ2 ’25: $87MQ2 ’25Q3 ’25: $83MQ4 ’25: $77MQ1 ’26: $73Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.47M$73M+0.14%
Q4 20251.56M$77M+0.15%
Q3 20251.64M$83M+0.16%
Q2 20251.73M$87M+0.19%
Q1 20252.02M$101M+0.24%
Q4 20242.51M$122M+0.29%
Q3 20242.81M$138M+0.33%
Q2 20243.01M$146M+0.38%
Q1 20243.34M$160M+0.43%
Q4 20234.72M$224M+0.65%
Q3 20235.37M$254M+0.80%
Q2 20236.30M$299M+0.93%
Q1 20237.23M$346M+1.12%
Q4 20228.24M$385M+1.32%
Q3 20229.95M$499M+1.78%
Q2 20229.95M$499M+1.78%
Q1 202210.21M$523M+1.66%
Q4 202110.12M$520M+1.62%
Q3 20219.58M$504M+1.68%
Q2 20219.14M$479M+1.63%
Q4 20207.48M$382M+1.60%
Q3 20206.91M$353M+1.73%
Q2 20206.50M$326M+1.74%
Q1 20205.99M$292M+1.81%
Q4 20196.67M$329M+1.70%
Q3 20195.99M$296M+1.68%
Q2 20195.99M$296M+1.68%
Q1 20195.69M$277M+1.67%

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 VTIP.