Betterment LLC
VIOO icon

Betterment LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Betterment LLC’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14M Sell
30,095
-2,057
-6% -$261K 0.01% 188
2026
Q1 		$3.69M Buy
32,152
+1,221
+4% +$143K 0.01% 192
2025
Q4 		$3.43M Buy
30,931
+1,782
+6% +$198K 0.01% 187
2025
Q3 		$3.22M Buy
29,149
+830
+3% +$88.5K 0.01% 187
2025
Q2 		$2.87M Sell
28,319
-422
-1% -$40.3K 0.01% 190
2025
Q1 		$2.77M Buy
28,741
+7,087
+33% +$737K 0.01% 182
2024
Q4 		$2.3M Buy
21,654
+2,205
+11% +$244K 0.01% 190
2024
Q3 		$2.1M Buy
19,449
+391
+2% +$40.7K 0.01% 182
2024
Q2 		$1.87M Buy
19,058
+833
+5% +$81.9K ﹤0.01% 177
2024
Q1 		$1.85M Sell
18,225
-1,368
-7% -$133K 0.01% 158
2023
Q4 		$1.94M Buy
19,593
+5,358
+38% +$478K 0.01% 133
2023
Q3 		$1.24M Buy
14,235
+526
+4% +$48.5K ﹤0.01% 143
2023
Q2 		$1.26M Sell
13,709
-1,546
-10% -$135K ﹤0.01% 136
2023
Q1 		$1.35M Buy
15,255
+2,419
+19% +$222K ﹤0.01% 134
2022
Q4 		$1.11M Sell
12,836
-3,164
-20% -$281K ﹤0.01% 143
2022
Q3 		$1.36M Hold
16,000
– – ﹤0.01% 130
2022
Q2 		$1.36M Buy
16,000
+2,972
+23% +$272K ﹤0.01% 130
2022
Q1 		$1.29M Buy
13,028
+5,238
+67% +$518K ﹤0.01% 131
2021
Q4 		$818K Buy
7,790
+1,250
+19% +$131K ﹤0.01% 143
2021
Q3 		$659K Buy
6,540
+1,144
+21% +$116K ﹤0.01% 143
2021
Q2 		$560K Sell
5,396
-112
-2% -$11.4K ﹤0.01% 138
2021
Q1 		$548K Buy
5,508
+344
+7% +$32.9K ﹤0.01% 112
2020
Q4 		$433K Sell
5,164
-164
-3% -$12.4K ﹤0.01% 113
2020
Q3 		$344K Sell
5,328
-64
-1% -$4.21K ﹤0.01% 105
2020
Q2 		$337K Sell
5,392
-1,958
-27% -$113K ﹤0.01% 106
2020
Q1 		$377K Buy
7,350
+4,400
+149% +$298K ﹤0.01% 98
2019
Q4 		$224K Buy
+2,950
New +$217K ﹤0.01% 112

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Betterment LLC's VIOO Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 6.4% in Q2 2026, selling an estimated $261K and leaving 30,095 shares worth $4.14M. The position accounts for 0.01% of the portfolio, ranked #188.

Betterment LLC first reported a position in VIOO in Q4 2019 and has held it in 27 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Betterment LLC held 30,095 shares of Vanguard S&P Small-Cap 600 ETF worth $4.14M as of Q2 2026.
  • Betterment LLC sold 2,057 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $261K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #188 holding.
  • Betterment LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and has held it in 27 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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