Betterment LLC
ESGV icon

Betterment LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Betterment LLC’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.8M Sell
596,067
-8,986
-1% -$1.15M 0.13% 55
2026
Q1 		$67.9M Buy
605,053
+71,372
+13% +$8.48M 0.13% 60
2025
Q4 		$64.6M Buy
533,681
+48
+0% +$5.76K 0.12% 59
2025
Q3 		$63.2M Sell
533,633
-23,978
-4% -$2.73M 0.12% 58
2025
Q2 		$61.1M Buy
557,611
+48,709
+10% +$4.91M 0.13% 56
2025
Q1 		$49.8M Buy
508,902
+94,879
+23% +$9.92M 0.12% 55
2024
Q4 		$43.4M Sell
414,023
-8,494
-2% -$891K 0.1% 56
2024
Q3 		$42.9M Buy
422,517
+47,781
+13% +$4.68M 0.1% 58
2024
Q2 		$36.2M Buy
374,736
+15,249
+4% +$1.41M 0.09% 57
2024
Q1 		$33.5M Sell
359,487
-21,623
-6% -$1.92M 0.09% 52
2023
Q4 		$32.4M Sell
381,110
-7,063
-2% -$557K 0.09% 48
2023
Q3 		$29.2M Buy
388,173
+3,236
+0.8% +$254K 0.09% 48
2023
Q2 		$30.2M Sell
384,937
-4,195,608
-92% -$309M 0.09% 45
2023
Q1 		$32.8M Buy
4,580,545
+4,123,659
+903% +$287M 0.11% 43
2022
Q4 		$30.1M Buy
456,886
+48,272
+12% +$3.22M 0.1% 43
2022
Q3 		$27.1M Hold
408,614
– – 0.1% 43
2022
Q2 		$27.1M Buy
408,614
+100,976
+33% +$7.29M 0.1% 43
2022
Q1 		$24.9M Buy
307,638
+65,749
+27% +$5.29M 0.08% 43
2021
Q4 		$21.3M Buy
241,889
+7,474
+3% +$639K 0.07% 46
2021
Q3 		$18.8M Sell
234,415
-14,894
-6% -$1.23M 0.06% 44
2021
Q2 		$19.9M Buy
+249,309
New +$19.3M 0.07% 42

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Betterment LLC's ESGV Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.5% in Q2 2026, selling an estimated $1.15M and leaving 596,067 shares worth $78.8M. The position accounts for 0.13% of the portfolio, ranked #55.

Betterment LLC first reported a position in ESGV in Q2 2021 and has held it in 21 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Betterment LLC held 596,067 shares of Vanguard ESG US Stock ETF worth $78.8M as of Q2 2026.
  • Betterment LLC sold 8,986 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.15M.
  • Vanguard ESG US Stock ETF made up 0.13% of Betterment LLC's portfolio in Q2 2026, its #55 holding.
  • Betterment LLC first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 21 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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