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

Betterment LLC’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$963K	Sell	7,382 -1,499	-17%	-$186K	﹤0.01%	354
2026 Q1	$1.01M	Buy	8,881 +400	+5%	+$47K	﹤0.01%	323
2025 Q4	$948K	Buy	8,481 +2,751	+48%	+$305K	﹤0.01%	304
2025 Q3	$632K	Buy	5,730 +411	+8%	+$44.7K	﹤0.01%	345
2025 Q2	$558K	Sell	5,319 -1,142	-18%	-$114K	﹤0.01%	342
2025 Q1	$638K	Buy	6,461 +4,344	+205%	+$457K	﹤0.01%	306
2024 Q4	$223K	Buy	+2,117	New	+$230K	﹤0.01%	428

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

Betterment LLC's IVOO Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 17% in Q2 2026, selling an estimated $186K and leaving 7,382 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Betterment LLC first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2026. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Betterment LLC held 7,382 shares of Vanguard S&P Mid-Cap 400 ETF worth $963K as of Q2 2026.
Betterment LLC sold 1,499 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $186K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #354 holding.
Betterment LLC first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
Betterment LLC's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.01M in Q1 2026.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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