Betterment LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Betterment LLC’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.82M	Sell	23,630 -2,946	-11%	-$323K	﹤0.01%	219
2026 Q1	$2.32M	Sell	26,576 -5,400	-17%	-$497K	﹤0.01%	231
2025 Q4	$3.01M	Buy	31,976 +5,768	+22%	+$548K	0.01%	198
2025 Q3	$2.45M	Buy	26,208 +3,992	+18%	+$349K	﹤0.01%	206
2025 Q2	$1.84M	Buy	22,216 +10,192	+85%	+$741K	﹤0.01%	221
2025 Q1	$815K	Buy	12,024 +8,072	+204%	+$608K	﹤0.01%	279
2024 Q4	$307K	Buy	+3,952	New	+$304K	﹤0.01%	385
2024 Q3	–	Sell	-5,128	Closed	-$370K	–	430
2024 Q2	$370K	Buy	5,128 +376	+8%	+$25K	﹤0.01%	320
2024 Q1	$311K	Buy	4,752 +16	+0.3%	+$1.01K	﹤0.01%	308
2023 Q4	$287K	Buy	+4,736	New	+$264K	﹤0.01%	283

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Betterment LLC's VGT Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, selling an estimated $323K and leaving 23,630 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Betterment LLC first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.01M in Q4 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Betterment LLC held 23,630 shares of Vanguard Information Technology ETF worth $2.82M as of Q2 2026.
Betterment LLC sold 2,946 Vanguard Information Technology ETF shares in Q2 2026, an estimated $323K.
Vanguard Information Technology ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #219 holding.
Betterment LLC first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Betterment LLC's Vanguard Information Technology ETF position peaked at $3.01M in Q4 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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