Betterment LLC
MGV icon

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

Betterment LLC’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Buy
2,342
+217
+10% +$33.7K ﹤0.01% 538
2026
Q1 		$308K Sell
2,125
-22
-1% -$3.26K ﹤0.01% 530
2025
Q4 		$303K Sell
2,147
-671
-24% -$93.3K ﹤0.01% 494
2025
Q3 		$388K Buy
2,818
+88
+3% +$11.8K ﹤0.01% 423
2025
Q2 		$358K Buy
2,730
+90
+3% +$11.3K ﹤0.01% 406
2025
Q1 		$340K Sell
2,640
-112
-4% -$14.5K ﹤0.01% 383
2024
Q4 		$344K Hold
2,752
– – ﹤0.01% 366
2024
Q3 		$353K Buy
2,752
+183
+7% +$22.6K ﹤0.01% 349
2024
Q2 		$304K Buy
2,569
+27
+1% +$3.17K ﹤0.01% 344
2024
Q1 		$304K Buy
2,542
+80
+3% +$9.06K ﹤0.01% 310
2023
Q4 		$269K Buy
2,462
+216
+10% +$22.3K ﹤0.01% 288
2023
Q3 		$228K Buy
2,246
+65
+3% +$6.82K ﹤0.01% 288
2023
Q2 		$226K Buy
+2,181
New +$222K ﹤0.01% 271

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC's MGV Position: Q2 2026 in Review

Betterment LLC increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 10% in Q2 2026, buying an estimated $33.7K and bringing the position to 2,342 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Betterment LLC first reported a position in MGV in Q2 2023 and has held it in 13 quarters since. The position peaked at $388K in Q3 2025. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Betterment LLC held 2,342 shares of Vanguard Morningstar Mega Cap Value ETF worth $383K as of Q2 2026.
  • Betterment LLC bought 217 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $33.7K.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #538 holding.
  • Betterment LLC first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Betterment LLC's Vanguard Morningstar Mega Cap Value ETF position peaked at $388K in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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