Betterment LLC
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Betterment LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Betterment LLC’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.8M Sell
940,189
-91,971
-9% -$7.13M 0.13% 57
2026
Q1 		$74.1M Buy
1,032,160
+1,888
+0.2% +$140K 0.14% 54
2025
Q4 		$74.8M Buy
1,030,272
+74,764
+8% +$5.44M 0.14% 55
2025
Q3 		$70.2M Sell
955,508
-20,976
-2% -$1.51M 0.14% 55
2025
Q2 		$68.3M Buy
976,484
+425,608
+77% +$27.9M 0.15% 52
2025
Q1 		$35.6M Buy
550,876
+302,764
+122% +$20.3M 0.08% 68
2024
Q4 		$16.4M Buy
248,112
+94,756
+62% +$6.43M 0.04% 86
2024
Q3 		$10.1M Buy
153,356
+62,492
+69% +$3.92M 0.02% 99
2024
Q2 		$5.5M Buy
90,864
+59,512
+190% +$3.62M 0.01% 115
2024
Q1 		$1.96M Buy
31,352
+16,544
+112% +$978K 0.01% 151
2023
Q4 		$861K Sell
14,808
-2,260
-13% -$121K ﹤0.01% 194
2023
Q3 		$889K Buy
17,068
+7,916
+86% +$434K ﹤0.01% 177
2023
Q2 		$504K Buy
9,152
+2,092
+30% +$110K ﹤0.01% 200
2023
Q1 		$372K Buy
7,060
+444
+7% +$23.6K ﹤0.01% 218
2022
Q4 		$337K Buy
+6,616
New +$337K ﹤0.01% 218
2022
Q1 		– Sell
-8,776
Closed -$559K – 230
2021
Q4 		$559K Buy
8,776
+276
+3% +$17.3K ﹤0.01% 157
2021
Q3 		$503K Buy
8,500
+196
+2% +$11.8K ﹤0.01% 152
2021
Q2 		$493K Buy
+8,304
New +$481K ﹤0.01% 142
2020
Q3 		– Sell
-8,364
Closed -$343K – 117
2020
Q2 		$343K Buy
+8,364
New +$320K ﹤0.01% 105

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Betterment LLC's VO Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.9% in Q2 2026, selling an estimated $7.13M and leaving 940,189 shares worth $75.8M. The position accounts for 0.13% of the portfolio, ranked #57.

Betterment LLC first reported a position in VO in Q2 2020 and has held it in 19 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Betterment LLC held 940,189 shares of Vanguard Morningstar Mid-Cap ETF worth $75.8M as of Q2 2026.
  • Betterment LLC sold 91,971 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.13M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of Betterment LLC's portfolio in Q2 2026, its #57 holding.
  • Betterment LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 19 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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