I've seen questions regarding moving from Betterment to Vanguard and if it's worth the tax expense of liquidating just to move. While things aren't yet finalized for me, I'm in the process of doing an "in kind" transfer so (excluding partial shares, assuming I'm understanding everything properly) nothing's going to be sold, management responsibilities are just being transferred for the assets I already own so the tax effect should be minimal.
Once everything's in my Vanguard accounts I'm expecting to sell everything in my T-IRA and R-IRA and just make them two-fund portfolios. For my taxable account, my tentative plan so to move towards a 2 fund portfolio where I'll first sell high fee assets that I've owned for more than a year. Then I'll keep selling and reallocating as much as I can each year while not pushing my long-term capital gains rate out of the 0% tax bracket.
Hopefully this is helpful to someone, and if it looks like I need help, let me know!
Chad