Betterment LLC’s Vanguard Financials ETF VFH Stock Holding History

Betterment LLC’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Buy	2,211 +670	+43%	+$85.4K	﹤0.01%	552
2025 Q4	$206K	Buy	+1,541	New	+$200K	﹤0.01%	546
2025 Q1	–	Sell	-1,809	Closed	-$214K	–	471
2024 Q4	$214K	Buy	+1,809	New	+$214K	﹤0.01%	432
2024 Q2	–	Sell	-2,268	Closed	-$232K	–	405
2024 Q1	$232K	Buy	+2,268	New	+$218K	﹤0.01%	340
2018 Q4	–	Sell	-2,967	Closed	-$206K	–	105
2018 Q3	$206K	Sell	2,967 -17	-0.6%	-$1.2K	﹤0.01%	99
2018 Q2	$201K	Sell	2,984 -12	-0.4%	-$838	﹤0.01%	94
2018 Q1	$207K	Sell	2,996 -4	-0.1%	-$288	﹤0.01%	92
2017 Q4	$210K	Sell	3,000 -216	-7%	-$14.6K	﹤0.01%	88
2017 Q3	$210K	Sell	3,216 -28	-0.9%	-$1.77K	﹤0.01%	84
2017 Q2	$203K	Buy	+3,244	New	+$196K	﹤0.01%	74

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC's VFH Position: Q1 2026 in Review

Betterment LLC increased its Vanguard Financials ETF (VFH) stake by 43% in Q1 2026, buying an estimated $85.4K and bringing the position to 2,211 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Betterment LLC first reported a position in VFH in Q2 2017 and has held it in 10 quarters since. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Betterment LLC held 2,211 shares of Vanguard Financials ETF worth $267K as of Q1 2026.
Betterment LLC bought 670 Vanguard Financials ETF shares in Q1 2026, an estimated $85.4K.
Vanguard Financials ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #552 holding.
Betterment LLC first reported a position in Vanguard Financials ETF in Q2 2017 and has held it in 10 quarters since.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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