Betterment LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.9M | Buy |
172,908
+13,853
| +9% | +$3.18M | 0.07% | 81 |
|
|
2026
Q1 | $34.2M | Sell |
159,055
-866
| -0.5% | -$193K | 0.06% | 81 |
|
|
2025
Q4 | $35.1M | Buy |
159,921
+5,428
| +4% | +$1.19M | 0.07% | 79 |
|
|
2025
Q3 | $33.3M | Buy |
154,493
+10,808
| +8% | +$2.27M | 0.07% | 78 |
|
|
2025
Q2 | $29.4M | Buy |
143,685
+10,568
| +8% | +$2.05M | 0.06% | 78 |
|
|
2025
Q1 | $25.8M | Buy |
133,117
+8,641
| +7% | +$1.72M | 0.06% | 74 |
|
|
2024
Q4 | $24.4M | Buy |
124,476
+20,917
| +20% | +$4.18M | 0.06% | 71 |
|
|
2024
Q3 | $20.5M | Buy |
103,559
+9,968
| +11% | +$1.9M | 0.05% | 75 |
|
|
2024
Q2 | $17.1M | Buy |
93,591
+11,850
| +14% | +$2.13M | 0.04% | 73 |
|
|
2024
Q1 | $14.9M | Buy |
81,741
+44,768
| +121% | +$7.86M | 0.04% | 70 |
|
|
2023
Q4 | $6.3M | Buy |
36,973
+23,754
| +180% | +$3.82M | 0.02% | 91 |
|
|
2023
Q3 | $2.05M | Buy |
13,219
+887
| +7% | +$144K | 0.01% | 122 |
|
|
2023
Q2 | $2M | Sell |
12,332
-601
| -5% | -$94.1K | 0.01% | 119 |
|
|
2023
Q1 | $1.99M | Buy |
12,933
+1,535
| +13% | +$235K | 0.01% | 124 |
|
|
2022
Q4 | $1.73M | Buy |
11,398
+731
| +7% | +$109K | 0.01% | 125 |
|
|
2022
Q3 | $1.53M | Hold |
10,667
| – | – | 0.01% | 124 |
|
|
2022
Q2 | $1.53M | Buy |
10,667
+2,041
| +24% | +$311K | 0.01% | 124 |
|
|
2022
Q1 | $1.4M | Buy |
8,626
+1,563
| +22% | +$252K | ﹤0.01% | 127 |
|
|
2021
Q4 | $1.21M | Buy |
7,063
+2,511
| +55% | +$414K | ﹤0.01% | 131 |
|
|
2021
Q3 | $699K | Buy |
4,552
+350
| +8% | +$55.8K | ﹤0.01% | 141 |
|
|
2021
Q2 | $650K | Sell |
4,202
-166
| -4% | -$25.5K | ﹤0.01% | 132 |
|
|
2021
Q1 | $642K | Buy |
4,368
+478
| +12% | +$68K | ﹤0.01% | 107 |
|
|
2020
Q4 | $549K | Buy |
3,890
+92
| +2% | +$12.5K | ﹤0.01% | 108 |
|
|
2020
Q3 | $489K | Buy |
3,798
+2,029
| +115% | +$255K | ﹤0.01% | 96 |
|
|
2020
Q2 | $207K | Buy |
+1,769
| New | +$201K | ﹤0.01% | 114 |
|
|
2020
Q1 | – | Sell |
-2,787
| Closed | -$347K | – | 120 |
|
|
2019
Q4 | $347K | Buy |
2,787
+62
| +2% | +$7.5K | ﹤0.01% | 100 |
|
|
2019
Q3 | $314K | Hold |
2,725
| – | – | ﹤0.01% | 105 |
|
|
2019
Q2 | $314K | Buy |
2,725
+849
| +45% | +$95.2K | ﹤0.01% | 105 |
|
|
2019
Q1 | $206K | Buy |
+1,876
| New | +$198K | ﹤0.01% | 108 |
|
|
2015
Q1 | – | Sell |
-225
| Closed | -$18K | – | 38 |
|
|
2014
Q4 | $18K | Buy |
+225
| New | +$17.8K | ﹤0.01% | 33 |
|
Other funds holding VIG
HWM
Betterment LLC's VIG Position: Q2 2026 in Review
Betterment LLC increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.7% in Q2 2026, buying an estimated $3.18M and bringing the position to 172,908 shares worth $40.9M. The position accounts for 0.07% of the portfolio, ranked #81.
Betterment LLC first reported a position in VIG in Q4 2014 and has held it in 30 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Betterment LLC held 172,908 shares of Vanguard Dividend Appreciation ETF worth $40.9M as of Q2 2026.
- Betterment LLC bought 13,853 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.18M.
- Vanguard Dividend Appreciation ETF made up 0.07% of Betterment LLC's portfolio in Q2 2026, its #81 holding.
- Betterment LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 30 quarters since.
- 2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.