Betterment LLC
VNQ icon

Betterment LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Betterment LLC’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.95M Buy
82,417
+1,276
+2% +$122K 0.01% 150
2026
Q1 		$7.2M Buy
81,141
+154
+0.2% +$14.1K 0.01% 156
2025
Q4 		$7.17M Buy
80,987
+1,749
+2% +$157K 0.01% 149
2025
Q3 		$7.24M Sell
79,238
-2,920
-4% -$265K 0.01% 142
2025
Q2 		$7.32M Buy
82,158
+32,831
+67% +$2.9M 0.02% 133
2025
Q1 		$4.47M Sell
49,327
-1,175
-2% -$107K 0.01% 148
2024
Q4 		$4.5M Sell
50,502
-7,621
-13% -$720K 0.01% 138
2024
Q3 		$5.66M Sell
58,123
-17,358
-23% -$1.6M 0.01% 125
2024
Q2 		$6.32M Buy
75,481
+44,288
+142% +$3.66M 0.02% 112
2024
Q1 		$2.7M Sell
31,193
-3,178
-9% -$272K 0.01% 131
2023
Q4 		$3.04M Sell
34,371
-4,703
-12% -$373K 0.01% 111
2023
Q3 		$2.96M Buy
39,074
+3,352
+9% +$276K 0.01% 102
2023
Q2 		$2.98M Buy
35,722
+2,107
+6% +$173K 0.01% 102
2023
Q1 		$2.79M Buy
33,615
+3,918
+13% +$337K 0.01% 110
2022
Q4 		$2.45M Buy
29,697
+6,147
+26% +$510K 0.01% 112
2022
Q3 		$2.15M Hold
23,550
– – 0.01% 114
2022
Q2 		$2.15M Buy
23,550
+2,706
+13% +$270K 0.01% 114
2022
Q1 		$2.26M Buy
20,844
+9,368
+82% +$991K 0.01% 115
2021
Q4 		$1.33M Buy
11,476
+2,916
+34% +$318K ﹤0.01% 126
2021
Q3 		$871K Buy
8,560
+2,885
+51% +$306K ﹤0.01% 133
2021
Q2 		$578K Buy
5,675
+519
+10% +$51.5K ﹤0.01% 136
2021
Q1 		$474K Sell
5,156
-10,056
-66% -$884K ﹤0.01% 114
2020
Q4 		$1.29M Buy
15,212
+88
+0.6% +$7.3K 0.01% 89
2020
Q3 		$1.19M Sell
15,124
-2,036
-12% -$163K 0.01% 80
2020
Q2 		$1.35M Sell
17,160
-1,273
-7% -$96.5K 0.01% 74
2020
Q1 		$1.29M Sell
18,433
-4,208
-19% -$370K 0.01% 72
2019
Q4 		$2.1M Sell
22,641
-13,068
-37% -$1.21M 0.01% 67
2019
Q3 		$3.12M Hold
35,709
– – 0.02% 60
2019
Q2 		$3.12M Buy
35,709
+688
+2% +$60.2K 0.02% 60
2019
Q1 		$3.04M Buy
35,021
+2,955
+9% +$244K 0.02% 60
2018
Q4 		$2.39M Buy
32,066
+467
+1% +$36.8K 0.02% 63
2018
Q3 		$2.55M Buy
31,599
+2,142
+7% +$176K 0.02% 58
2018
Q2 		$2.4M Buy
29,457
+1,160
+4% +$89.9K 0.02% 54
2018
Q1 		$2.15M Buy
28,297
+8,248
+41% +$631K 0.02% 54
2017
Q4 		$1.66M Buy
20,049
+4,738
+31% +$397K 0.01% 49
2017
Q3 		$1.27M Buy
15,311
+2,036
+15% +$170K 0.01% 48
2017
Q2 		$1.1M Buy
13,275
+1,755
+15% +$146K 0.01% 43
2017
Q1 		$951K Buy
11,520
+3,578
+45% +$297K 0.01% 43
2016
Q4 		$655K Buy
7,942
+2,523
+47% +$205K 0.01% 41
2016
Q3 		$470K Buy
5,419
+43
+0.8% +$3.84K 0.01% 38
2016
Q2 		$477K Buy
5,376
+1,378
+34% +$116K 0.01% 39
2016
Q1 		$335K Buy
3,998
+1,024
+34% +$79.7K 0.01% 36
2015
Q4 		$237K Buy
+2,974
New +$235K 0.01% 38

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Betterment LLC's VNQ Position: Q2 2026 in Review

Betterment LLC increased its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q2 2026, buying an estimated $122K and bringing the position to 82,417 shares worth $7.95M. The position accounts for 0.01% of the portfolio, ranked #150.

Betterment LLC first reported a position in VNQ in Q4 2015 and has held it in 43 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Betterment LLC held 82,417 shares of Vanguard Real Estate ETF worth $7.95M as of Q2 2026.
  • Betterment LLC bought 1,276 Vanguard Real Estate ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Real Estate ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #150 holding.
  • Betterment LLC first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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