Betterment LLC
V icon

Betterment LLC’s Visa V Stock Holding History

Betterment LLC’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$352K Buy
1,165
+220
+23% +$70.7K ﹤0.01% 504
2025
Q4 		$331K Buy
945
+2
+0.2% +$681 ﹤0.01% 473
2025
Q3 		$322K Buy
943
+91
+11% +$31.5K ﹤0.01% 448
2025
Q2 		$303K Sell
852
-46
-5% -$16K ﹤0.01% 428
2025
Q1 		$315K Buy
898
+68
+8% +$23K ﹤0.01% 398
2024
Q4 		$262K Buy
830
+37
+5% +$11.1K ﹤0.01% 406
2024
Q3 		$218K Buy
793
+29
+4% +$7.84K ﹤0.01% 411
2024
Q2 		$201K Buy
+764
New +$209K ﹤0.01% 391

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Betterment LLC's V Position: Q1 2026 in Review

Betterment LLC increased its Visa (V) stake by 23% in Q1 2026, buying an estimated $70.7K and bringing the position to 1,165 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Betterment LLC first reported a position in V in Q2 2024 and has held it in 8 quarters since. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Betterment LLC held 1,165 shares of Visa worth $352K as of Q1 2026.
  • Betterment LLC bought 220 Visa shares in Q1 2026, an estimated $70.7K.
  • Visa made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #504 holding.
  • Betterment LLC first reported a position in Visa in Q2 2024 and has held it in 8 quarters since.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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