Betterment LLC’s Vanguard Health Care ETF VHT Stock Holding History

Betterment LLC’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$398K	Buy	1,463 +60	+4%	+$17.2K	﹤0.01%	480
2025 Q4	$404K	Buy	1,403 +404	+40%	+$113K	﹤0.01%	448
2025 Q3	$259K	Buy	999 +14	+1%	+$3.51K	﹤0.01%	477
2025 Q2	$245K	Buy	985 +80	+9%	+$19.8K	﹤0.01%	465
2025 Q1	$240K	Buy	+905	New	+$241K	﹤0.01%	431
2024 Q4	–	Sell	-1,000	Closed	-$282K	–	455
2024 Q3	$282K	Buy	1,000 +144	+17%	+$40K	﹤0.01%	378
2024 Q2	$228K	Buy	+856	New	+$224K	﹤0.01%	376
2023 Q4	–	Sell	-3,139	Closed	-$738K	–	321
2023 Q3	$738K	Buy	3,139 +2,314	+280%	+$564K	﹤0.01%	185
2023 Q2	$202K	Buy	+825	New	+$201K	﹤0.01%	281

Other funds holding VHT

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Betterment LLC's VHT Position: Q1 2026 in Review

Betterment LLC increased its Vanguard Health Care ETF (VHT) stake by 4.3% in Q1 2026, buying an estimated $17.2K and bringing the position to 1,463 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Betterment LLC first reported a position in VHT in Q2 2023 and has held it in 9 quarters since. The position peaked at $738K in Q3 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Betterment LLC held 1,463 shares of Vanguard Health Care ETF worth $398K as of Q1 2026.
Betterment LLC bought 60 Vanguard Health Care ETF shares in Q1 2026, an estimated $17.2K.
Vanguard Health Care ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #480 holding.
Betterment LLC first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 9 quarters since.
Betterment LLC's Vanguard Health Care ETF position peaked at $738K in Q3 2023.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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