Betterment LLC
VDE icon

Betterment LLC’s Vanguard Energy ETF VDE Stock Holding History

Betterment LLC’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Buy
8,855
+2,834
+47% +$459K ﹤0.01% 310
2026
Q1 		$1.04M Sell
6,021
-405
-6% -$61.3K ﹤0.01% 319
2025
Q4 		$809K Buy
6,426
+1,405
+28% +$176K ﹤0.01% 326
2025
Q3 		$632K Buy
5,021
+217
+5% +$26.7K ﹤0.01% 346
2025
Q2 		$572K Sell
4,804
-92
-2% -$10.7K ﹤0.01% 336
2025
Q1 		$635K Buy
+4,896
New +$618K ﹤0.01% 307
2015
Q1 		– Sell
-8
Closed -$1K – 37
2014
Q4 		$1K Buy
+8
New +$954 ﹤0.01% 37

Other funds holding VDE

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's VDE Position: Q2 2026 in Review

Betterment LLC increased its Vanguard Energy ETF (VDE) stake by 47% in Q2 2026, buying an estimated $459K and bringing the position to 8,855 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Betterment LLC first reported a position in VDE in Q4 2014 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Betterment LLC held 8,855 shares of Vanguard Energy ETF worth $1.33M as of Q2 2026.
  • Betterment LLC bought 2,834 Vanguard Energy ETF shares in Q2 2026, an estimated $459K.
  • Vanguard Energy ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #310 holding.
  • Betterment LLC first reported a position in Vanguard Energy ETF in Q4 2014 and has held it in 7 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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