Betterment LLC’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Betterment LLC’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Buy	18,895 +3,948	+26%	+$309K	﹤0.01%	298
2026 Q1	$1.12M	Buy	14,947 +9,920	+197%	+$751K	﹤0.01%	310
2025 Q4	$358K	Sell	5,027 -250	-5%	-$17.3K	﹤0.01%	460
2025 Q3	$356K	Buy	5,277 +1,098	+26%	+$71.1K	﹤0.01%	434
2025 Q2	$260K	Buy	+4,179	New	+$248K	﹤0.01%	456

Other funds holding AVIV

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Betterment LLC's AVIV Position: Q2 2026 in Review

Betterment LLC increased its Avantis International Large Cap Value ETF (AVIV) stake by 26% in Q2 2026, buying an estimated $309K and bringing the position to 18,895 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Betterment LLC first reported a position in AVIV in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Betterment LLC held 18,895 shares of Avantis International Large Cap Value ETF worth $1.46M as of Q2 2026.
Betterment LLC bought 3,948 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $309K.
Avantis International Large Cap Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #298 holding.
Betterment LLC first reported a position in Avantis International Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.