Betterment LLC’s TBG Dividend Focus ETF TBG Stock Holding History

Betterment LLC’s Portfolio TBG Stock Details TBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	+5,657	New	+$205K	﹤0.01%	663

Other funds holding TBG

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return

BFS

Boyer Financial Services Newport Beach, California $118M AUM

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWP

Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return

Betterment LLC's TBG Position: Q2 2026 in Review

Betterment LLC opened a new position in TBG Dividend Focus ETF (TBG) in Q2 2026: 5,657 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings.

28 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

Betterment LLC held 5,657 shares of TBG Dividend Focus ETF worth $206K as of Q2 2026.
TBG Dividend Focus ETF was a new Betterment LLC position in Q2 2026.
TBG Dividend Focus ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #663 holding.
28 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

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