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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC's VIOO Position: Q1 2026 in Review

Betterment LLC increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.9% in Q1 2026, buying an estimated $143K and bringing the position to 32,152 shares worth $3.69M. The position accounts for 0.01% of the portfolio, ranked #192.

Betterment LLC first reported a position in VIOO in Q4 2019 and has held it in 26 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Betterment LLC held 32,152 shares of Vanguard S&P Small-Cap 600 ETF worth $3.69M as of Q1 2026.
  • Betterment LLC bought 1,221 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $143K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #192 holding.
  • Betterment LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and has held it in 26 quarters since.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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