Betterment LLC’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.47M | Sell |
17,682
-2,582
| -13% | -$879K | 0.01% | 158 |
|
|
2026
Q1 | $6.13M | Buy |
20,264
+880
| +5% | +$277K | 0.01% | 162 |
|
|
2025
Q4 | $5.86M | Buy |
19,384
+1,939
| +11% | +$585K | 0.01% | 154 |
|
|
2025
Q3 | $5.19M | Buy |
17,445
+334
| +2% | +$96.4K | 0.01% | 154 |
|
|
2025
Q2 | $4.74M | Buy |
17,111
+518
| +3% | +$133K | 0.01% | 158 |
|
|
2025
Q1 | $4.18M | Buy |
16,593
+1,117
| +7% | +$310K | 0.01% | 153 |
|
|
2024
Q4 | $4.33M | Buy |
15,476
+90
| +0.6% | +$25.4K | 0.01% | 144 |
|
|
2024
Q3 | $4.11M | Sell |
15,386
-563
| -4% | -$144K | 0.01% | 136 |
|
|
2024
Q2 | $3.99M | Sell |
15,949
-1,139
| -7% | -$284K | 0.01% | 127 |
|
|
2024
Q1 | $4.46M | Buy |
17,088
+310
| +2% | +$76.1K | 0.01% | 107 |
|
|
2023
Q4 | $4.06M | Sell |
16,778
-453
| -3% | -$98.3K | 0.01% | 102 |
|
|
2023
Q3 | $3.69M | Buy |
17,231
+899
| +6% | +$204K | 0.01% | 95 |
|
|
2023
Q2 | $3.75M | Buy |
16,332
+907
| +6% | +$197K | 0.01% | 94 |
|
|
2023
Q1 | $3.34M | Sell |
15,425
-233
| -1% | -$50.4K | 0.01% | 102 |
|
|
2022
Q4 | $3.14M | Buy |
15,658
+1,251
| +9% | +$256K | 0.01% | 101 |
|
|
2022
Q3 | $2.84M | Hold |
14,407
| – | – | 0.01% | 104 |
|
|
2022
Q2 | $2.84M | Buy |
14,407
+1,051
| +8% | +$228K | 0.01% | 104 |
|
|
2022
Q1 | $3.31M | Buy |
13,356
+472
| +4% | +$116K | 0.01% | 100 |
|
|
2021
Q4 | $3.63M | Buy |
12,884
+1,381
| +12% | +$396K | 0.01% | 95 |
|
|
2021
Q3 | $3.22M | Buy |
11,503
+3,137
| +37% | +$898K | 0.01% | 98 |
|
|
2021
Q2 | $2.42M | Buy |
8,366
+3,702
| +79% | +$1.04M | 0.01% | 100 |
|
|
2021
Q1 | $1.28M | Sell |
4,664
-422
| -8% | -$119K | ﹤0.01% | 94 |
|
|
2020
Q4 | $1.36M | Sell |
5,086
-1,454
| -22% | -$352K | 0.01% | 87 |
|
|
2020
Q3 | $1.41M | Buy |
6,540
+309
| +5% | +$65.3K | 0.01% | 76 |
|
|
2020
Q2 | $1.24M | Buy |
6,231
+508
| +9% | +$91.7K | 0.01% | 79 |
|
|
2020
Q1 | $860K | Sell |
5,723
-213
| -4% | -$39.5K | 0.01% | 83 |
|
|
2019
Q4 | $1.18M | Buy |
5,936
+943
| +19% | +$179K | 0.01% | 75 |
|
|
2019
Q3 | $930K | Hold |
4,993
| – | – | 0.01% | 77 |
|
|
2019
Q2 | $930K | Buy |
4,993
+414
| +9% | +$75.3K | 0.01% | 77 |
|
|
2019
Q1 | $823K | Buy |
4,579
+456
| +11% | +$78.3K | 0.01% | 79 |
|
|
2018
Q4 | $621K | Buy |
4,123
+178
| +5% | +$29.4K | ﹤0.01% | 84 |
|
|
2018
Q3 | $739K | Buy |
3,945
+501
| +15% | +$92.1K | ﹤0.01% | 79 |
|
|
2018
Q2 | $605K | Buy |
3,444
+316
| +10% | +$54.2K | ﹤0.01% | 80 |
|
|
2018
Q1 | $514K | Buy |
3,128
+757
| +32% | +$125K | ﹤0.01% | 80 |
|
|
2017
Q4 | $381K | Buy |
2,371
+608
| +34% | +$95.6K | ﹤0.01% | 82 |
|
|
2017
Q3 | $269K | Buy |
+1,763
| New | +$259K | ﹤0.01% | 80 |
|
Other funds holding VBK
EWA
MG
Betterment LLC's VBK Position: Q2 2026 in Review
Betterment LLC reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 13% in Q2 2026, selling an estimated $879K and leaving 17,682 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #158.
Betterment LLC first reported a position in VBK in Q3 2017 and has held it in 36 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.
- Betterment LLC held 17,682 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.47M as of Q2 2026.
- Betterment LLC sold 2,582 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $879K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #158 holding.
- Betterment LLC first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2017 and has held it in 36 quarters since.
- 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.
Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.