Betterment LLC
VIOV icon

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

Betterment LLC’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$973K Sell
9,568
-194
-2% -$20.2K ﹤0.01% 328
2025
Q4 		$954K Buy
9,762
+650
+7% +$62.7K ﹤0.01% 303
2025
Q3 		$868K Buy
9,112
+456
+5% +$41.7K ﹤0.01% 306
2025
Q2 		$741K Buy
8,656
+2,259
+35% +$184K ﹤0.01% 304
2025
Q1 		$537K Buy
6,397
+941
+17% +$85.4K ﹤0.01% 329
2024
Q4 		$509K Buy
5,456
+594
+12% +$56.6K ﹤0.01% 322
2024
Q3 		$450K Buy
4,862
+553
+13% +$49.4K ﹤0.01% 322
2024
Q2 		$361K Buy
4,309
+1,094
+34% +$92.6K ﹤0.01% 322
2024
Q1 		$284K Sell
3,215
-1,233
-28% -$105K ﹤0.01% 317
2023
Q4 		$394K Buy
+4,448
New +$350K ﹤0.01% 249

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Betterment LLC's VIOV Position: Q1 2026 in Review

Betterment LLC reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 2% in Q1 2026, selling an estimated $20.2K and leaving 9,568 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Betterment LLC first reported a position in VIOV in Q4 2023 and has held it in 10 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Betterment LLC held 9,568 shares of Vanguard S&P Small-Cap 600 Value ETF worth $973K as of Q1 2026.
  • Betterment LLC sold 194 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $20.2K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #328 holding.
  • Betterment LLC first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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