Betterment LLC
IVOG icon

Betterment LLC’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Betterment LLC’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$800K Sell
6,400
-209
-3% -$26.7K ﹤0.01% 358
2025
Q4 		$794K Sell
6,609
-244
-4% -$29.3K ﹤0.01% 329
2025
Q3 		$819K Sell
6,853
-323
-5% -$37.9K ﹤0.01% 314
2025
Q2 		$811K Sell
7,176
-682
-9% -$72.5K ﹤0.01% 291
2025
Q1 		$811K Sell
7,858
-230
-3% -$25.7K ﹤0.01% 281
2024
Q4 		$911K Sell
8,088
-264
-3% -$31K ﹤0.01% 260
2024
Q3 		$957K Sell
8,352
-106
-1% -$11.8K ﹤0.01% 243
2024
Q2 		$926K Sell
8,458
-194
-2% -$21.3K ﹤0.01% 229
2024
Q1 		$982K Sell
8,652
-220
-2% -$22.8K ﹤0.01% 204
2023
Q4 		$871K Sell
8,872
-496
-5% -$45.4K ﹤0.01% 191
2023
Q3 		$846K Buy
9,368
+45
+0.5% +$4.23K ﹤0.01% 180
2023
Q2 		$872K Sell
9,323
-443
-5% -$39.3K ﹤0.01% 160
2023
Q1 		$868K Sell
9,766
-854
-8% -$75.6K ﹤0.01% 163
2022
Q4 		$899K Sell
10,620
-1,030
-9% -$88.3K ﹤0.01% 154
2022
Q3 		$921K Hold
11,650
– – ﹤0.01% 149
2022
Q2 		$921K Buy
11,650
+518
+5% +$45.2K ﹤0.01% 149
2022
Q1 		$1.07M Buy
11,132
+1,682
+18% +$161K ﹤0.01% 139
2021
Q4 		$999K Buy
9,450
+1,596
+20% +$166K ﹤0.01% 134
2021
Q3 		$773K Sell
7,854
-620
-7% -$62.4K ﹤0.01% 139
2021
Q2 		$850K Sell
8,474
-512
-6% -$50.9K ﹤0.01% 126
2021
Q1 		$874K Sell
8,986
-114
-1% -$10.9K ﹤0.01% 101
2020
Q4 		$814K Sell
9,100
-2,252
-20% -$187K ﹤0.01% 99
2020
Q3 		$846K Sell
11,352
-416
-4% -$30.7K ﹤0.01% 86
2020
Q2 		$819K Sell
11,768
-3,218
-21% -$207K ﹤0.01% 86
2020
Q1 		$827K Buy
14,986
+10,610
+242% +$722K 0.01% 85
2019
Q4 		$321K Sell
4,376
-22
-0.5% -$1.57K ﹤0.01% 104
2019
Q3 		$309K Hold
4,398
– – ﹤0.01% 106
2019
Q2 		$309K Sell
4,398
-58
-1% -$3.98K ﹤0.01% 106
2019
Q1 		$302K Sell
4,456
-148
-3% -$9.64K ﹤0.01% 100
2018
Q4 		$271K Buy
+4,604
New +$299K ﹤0.01% 98

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC's IVOG Position: Q1 2026 in Review

Betterment LLC reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 3.2% in Q1 2026, selling an estimated $26.7K and leaving 6,400 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Betterment LLC first reported a position in IVOG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.07M in Q1 2022. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Betterment LLC held 6,400 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $800K as of Q1 2026.
  • Betterment LLC sold 209 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $26.7K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #358 holding.
  • Betterment LLC first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Betterment LLC's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.07M in Q1 2022.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.