Betterment LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $68.4M | Sell |
225,580
-5,248
| -2% | -$1.5M | 0.12% | 63 |
|
|
2026
Q1 | $60.5M | Buy |
230,828
+1,608
| +0.7% | +$435K | 0.11% | 63 |
|
|
2025
Q4 | $59.1M | Sell |
229,220
-5,467
| -2% | -$1.4M | 0.11% | 63 |
|
|
2025
Q3 | $59.7M | Sell |
234,687
-9,473
| -4% | -$2.35M | 0.12% | 60 |
|
|
2025
Q2 | $57.9M | Buy |
244,160
+83,985
| +52% | +$18.7M | 0.12% | 57 |
|
|
2025
Q1 | $35.5M | Buy |
160,175
+14,875
| +10% | +$3.55M | 0.08% | 69 |
|
|
2024
Q4 | $34.9M | Sell |
145,300
-3,928
| -3% | -$967K | 0.08% | 64 |
|
|
2024
Q3 | $35.4M | Buy |
149,228
+5,647
| +4% | +$1.28M | 0.08% | 61 |
|
|
2024
Q2 | $31.3M | Buy |
143,581
+3,604
| +3% | +$791K | 0.08% | 59 |
|
|
2024
Q1 | $32M | Buy |
139,977
+4,741
| +4% | +$1.02M | 0.09% | 54 |
|
|
2023
Q4 | $28.9M | Buy |
135,236
+1,890
| +1% | +$364K | 0.08% | 49 |
|
|
2023
Q3 | $25.2M | Buy |
133,346
+3,756
| +3% | +$748K | 0.08% | 50 |
|
|
2023
Q2 | $25.8M | Buy |
129,590
+8,230
| +7% | +$1.56M | 0.08% | 47 |
|
|
2023
Q1 | $23M | Buy |
121,360
+3,394
| +3% | +$658K | 0.07% | 49 |
|
|
2022
Q4 | $21.7M | Buy |
117,966
+31,837
| +37% | +$5.9M | 0.07% | 50 |
|
|
2022
Q3 | $15.2M | Hold |
86,129
| – | – | 0.05% | 50 |
|
|
2022
Q2 | $15.2M | Sell |
86,129
-2,830
| -3% | -$546K | 0.05% | 50 |
|
|
2022
Q1 | $18.9M | Buy |
88,959
+9,194
| +12% | +$1.94M | 0.06% | 49 |
|
|
2021
Q4 | $18M | Buy |
79,765
+5,082
| +7% | +$1.15M | 0.06% | 49 |
|
|
2021
Q3 | $16.3M | Buy |
74,683
+11,999
| +19% | +$2.67M | 0.05% | 48 |
|
|
2021
Q2 | $14.1M | Buy |
62,684
+7,541
| +14% | +$1.67M | 0.05% | 52 |
|
|
2021
Q1 | $11.8M | Buy |
55,143
+7,735
| +16% | +$1.63M | 0.04% | 47 |
|
|
2020
Q4 | $9.23M | Buy |
47,408
+3,364
| +8% | +$593K | 0.04% | 51 |
|
|
2020
Q3 | $6.77M | Buy |
44,044
+5,195
| +13% | +$798K | 0.03% | 53 |
|
|
2020
Q2 | $5.66M | Sell |
38,849
-8,725
| -18% | -$1.17M | 0.03% | 53 |
|
|
2020
Q1 | $5.49M | Buy |
47,574
+19,387
| +69% | +$2.91M | 0.03% | 51 |
|
|
2019
Q4 | $4.67M | Buy |
28,187
+3,819
| +16% | +$608K | 0.02% | 49 |
|
|
2019
Q3 | $3.82M | Hold |
24,368
| – | – | 0.02% | 55 |
|
|
2019
Q2 | $3.82M | Buy |
24,368
+770
| +3% | +$119K | 0.02% | 55 |
|
|
2019
Q1 | $3.61M | Buy |
23,598
+1,687
| +8% | +$251K | 0.02% | 56 |
|
|
2018
Q4 | $2.89M | Buy |
21,911
+2,935
| +15% | +$427K | 0.02% | 58 |
|
|
2018
Q3 | $3.08M | Buy |
18,976
+232
| +1% | +$37.5K | 0.02% | 53 |
|
|
2018
Q2 | $2.92M | Sell |
18,744
-137
| -0.7% | -$21K | 0.02% | 50 |
|
|
2018
Q1 | $2.78M | Buy |
18,881
+5,781
| +44% | +$863K | 0.02% | 50 |
|
|
2017
Q4 | $1.94M | Buy |
13,100
+1,090
| +9% | +$158K | 0.02% | 43 |
|
|
2017
Q3 | $1.7M | Buy |
12,010
+5,209
| +77% | +$710K | 0.02% | 43 |
|
|
2017
Q2 | $922K | Buy |
6,801
+1,721
| +34% | +$231K | 0.01% | 45 |
|
|
2017
Q1 | $677K | Buy |
5,080
+2,294
| +82% | +$304K | 0.01% | 47 |
|
|
2016
Q4 | $359K | Buy |
+2,786
| New | +$346K | 0.01% | 53 |
|
Other funds holding VB
Betterment LLC's VB Position: Q2 2026 in Review
Betterment LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q2 2026, selling an estimated $1.5M and leaving 225,580 shares worth $68.4M. The position accounts for 0.12% of the portfolio, ranked #63.
Betterment LLC first reported a position in VB in Q4 2016 and has held it in 39 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Betterment LLC held 225,580 shares of Vanguard Morningstar Small-Cap ETF worth $68.4M as of Q2 2026.
- Betterment LLC sold 5,248 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.5M.
- Vanguard Morningstar Small-Cap ETF made up 0.12% of Betterment LLC's portfolio in Q2 2026, its #63 holding.
- Betterment LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.