Betterment LLC reports 22.37% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF - 13F, 13D, 13G Filings

Vanguard 指數基金 - Vanguard S&P 500 ETF

US ˙ ARCA ˙ US9229083632

Security	VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
Institution	Betterment LLC
Latest Disclosed Ownership	382,432 shares
Latest Disclosed Value	$ 228,522

Betterment LLC reports 22.37% increase in ownership of VOO / Vanguard Index Funds - Vanguard S&P 500 ETF

On May 14, 2026 - Betterment LLC filed a 13F-HR form disclosing ownership of 382,432 shares of Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) valued at $228,522,242 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 312,521 shares of Vanguard Index Funds - Vanguard S&P 500 ETF. This represents a change in shares of 22.37% during the quarter. The current value of the position is $266,195,618 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	382,432	69,911	22.37	229	16.92	0.4329
2026-02-12	2025-12-31	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	312,521	8,909	2.93	196	5.41	0.3734
2025-11-13	2025-09-30	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	303,612	-321	-0.11	186	7.56	0.3674
2025-08-14	2025-06-30	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	303,933	30,564	11.18	173	22.86	0.3676
2025-05-15	2025-03-31	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	273,369	34,584	14.48	140	9.38	0.3333
2025-02-14	2024-12-31	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	238,785	3,649	1.55	129	3.23	0.3067
2024-11-14	2024-09-30	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	235,136	10,746	4.79	124	10.71	0.2961
2024-08-14	2024-06-30	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	224,390	927	0.41	112	4.67	0.2907
2024-05-10	2024-03-31	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	223,463	26	0.01	107	10.31	0.2882
2024-02-09	2023-12-31	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	223,437	-14,679	-6.16	98	4.30	0.2810
2023-11-09	2023-09-30	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	238,116	-6,752	-2.76	94	-6.06	0.2962
2023-08-07	2023-06-30	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	244,868	23,567	10.65	100	19.28	0.3090
2023-05-15	2023-03-31	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	221,301	8,297	3.90	83	12.16	0.2695
2023-02-13	2022-12-31	13F	VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	213,004	55,943	35.62	75	-99.86	0.2567
2022-11-14	2022-09-30	13F	VANGUARD INDEX FDS	SP 500 ETF SHS	922908363	157,061	0	0.00	54,481	0.00	0.1949
2022-08-10	2022-06-30	13F	VANGUARD INDEX FDS	SP 500 ETF SHS	922908363	157,061	-1,697	-1.07	54,481	-17.34	0.1949
2022-05-16	2022-03-31	13F	VANGUARD INDEX FDS	Common	922908363	158,758	37,046	30.44	65,912	24.04	0.2097
2022-02-15	2021-12-31	13F	VANGUARD INDEX FDS	Common	922908363	121,712	10,930	9.87	53,136	21.61	0.1654
2021-11-15	2021-09-30	13F	VANGUARD INDEX FDS	Common	922908363	110,782	6,047	5.77	43,692	6.01	0.1461
2021-08-10	2021-06-30	13F	VANGUARD INDEX FDS	Common	922908363	104,735	-4,768	-4.35	41,215	3.32	0.1404
2021-06-01	2021-03-31	13F	VANGUARD INDEX FDS	Common	922908363	109,503	-3,984	-3.51	39,892	2.28	0.1502
2021-02-12	2020-12-31	13F	VANGUARD INDEX FDS	Common	922908363	113,487	-4,228	-3.59	39,004	7.70	0.1635
2020-11-10	2020-09-30	13F	VANGUARD INDEX FDS	Common	922908363	117,715	-244	-0.21	36,215	8.32	0.1778
2020-08-11	2020-06-30	13F	VANGUARD INDEX FDS	Common	922908363	117,959	-30,007	-20.28	33,433	-4.59	0.1779
2020-05-14	2020-03-31	13F	VANGUARD INDEX FDS	Common	922908363	147,966	103,913	235.88	35,041	168.90	0.2176
2020-01-31	2019-12-31	13F	VANGUARD INDEX FDS	Common	922908363	44,053	99	0.23	13,031	10.15	0.0673
2019-11-07	2019-09-30	13F	VANGUARD INDEX FDS	Common	922908363	43,954	0	0.00	11,830	0.00	0.0671
2019-08-14	2019-06-30	13F	VANGUARD INDEX FDS	Common	922908363	43,954	3,193	7.83	11,830	11.83	0.0671
2019-04-11	2019-03-31	13F	VANGUARD INDEX FDS	Common	922908363	40,761	-2,370	-5.49	10,579	6.73	0.0639
2019-02-06	2018-12-31	13F	VANGUARD INDEX FDS	Common	922908363	43,131	22,340	107.45	9,912	78.53	0.0696
2018-11-14	2018-09-30	13F	VANGUARD INDEX FDS	Common	922908363	20,791	-1,161	-5.29	5,552	1.37	0.0365
2018-08-13	2018-06-30	13F	VANGUARD INDEX FDS	Common	922908363	21,952	595	2.79	5,477	5.57	0.0389
2018-05-14	2018-03-31	13F	VANGUARD INDEX FDS	Common	922908363	21,357	20,113	1,616.80	5,188	1,600.98	0.0377
2018-02-14	2017-12-31	13F	VANGUARD INDEX FDS	Common	922908363	1,244	291	30.54	305	38.64	0.0025
2017-11-17	2017-09-30	13F	VANGUARD INDEX FDS	Common	922908363	953	4	0.42	220	4.27	0.0020
2017-08-14	2017-06-30	13F	VANGUARD INDEX FDS	Common	922908363	949	-5	-0.52	211	2.43	0.0022
2017-05-11	2017-03-31	13F	VANGUARD INDEX FDS	Common	922908363	954	-59	-5.82	206	-0.96	0.0025
2017-02-14	2016-12-31	13F	VANGUARD INDEX FDS	Common	922908363	1,013	-8	-0.78	208	2.46	0.0031
2016-11-14	2016-09-30	13F	VANGUARD INDEX FDS	Common	922908363	1,021	1,021	0.00	203		0.0034
2016-05-18	2016-03-31	13F	VANGUARD INDEX FDS	Common	922908363	0	-1,277	-100.00	0	-100.00
2016-02-09	2015-12-31	13F	VANGUARD INDEX FDS	Common	922908363	1,277	1,277	0.00	239		0.0074
2015-11-10	2015-09-30	13F	VANGUARD INDEX FDS	Common	922908363	0	0		0		0.0000

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.