Betterment LLC
MGC icon

Betterment LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Betterment LLC’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Sell
2,229
-16
-0.7% -$4.25K ﹤0.01% 441
2026
Q1 		$531K Buy
2,245
+143
+7% +$35.5K ﹤0.01% 426
2025
Q4 		$528K Buy
2,102
+89
+4% +$22.1K ﹤0.01% 392
2025
Q3 		$491K Buy
2,013
+138
+7% +$32.3K ﹤0.01% 391
2025
Q2 		$422K Sell
1,875
-217
-10% -$44.9K ﹤0.01% 387
2025
Q1 		$421K Sell
2,092
-109
-5% -$23.2K ﹤0.01% 358
2024
Q4 		$468K Buy
2,201
+342
+18% +$72.7K ﹤0.01% 335
2024
Q3 		$384K Buy
1,859
+399
+27% +$79.6K ﹤0.01% 338
2024
Q2 		$288K Sell
1,460
-1
-0.1% -$188 ﹤0.01% 348
2024
Q1 		$273K Sell
1,461
-60
-4% -$10.7K ﹤0.01% 324
2023
Q4 		$257K Buy
+1,521
New +$242K ﹤0.01% 290
2022
Q1 		– Sell
-1,207
Closed -$203K – 226
2021
Q4 		$203K Buy
+1,207
New +$197K ﹤0.01% 201

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Betterment LLC's MGC Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.71% in Q2 2026, selling an estimated $4.25K and leaving 2,229 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Betterment LLC first reported a position in MGC in Q4 2021 and has held it in 12 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Betterment LLC held 2,229 shares of Vanguard Morningstar Mega Cap ETF worth $610K as of Q2 2026.
  • Betterment LLC sold 16 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $4.25K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #441 holding.
  • Betterment LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 12 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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