Betterment LLC’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $690M | Sell |
3,741,881
-182,729
| -5% | -$34.1M | 1.31% | 16 |
|
|
2025
Q4 | $696M | Sell |
3,924,610
-95,700
| -2% | -$16.7M | 1.33% | 14 |
|
|
2025
Q3 | $702M | Sell |
4,020,310
-113,154
| -3% | -$19.3M | 1.39% | 14 |
|
|
2025
Q2 | $680M | Sell |
4,133,464
-158,460
| -4% | -$25.1M | 1.45% | 14 |
|
|
2025
Q1 | $689M | Sell |
4,291,924
-217,175
| -5% | -$35.5M | 1.63% | 13 |
|
|
2024
Q4 | $729M | Sell |
4,509,099
-171,573
| -4% | -$28.9M | 1.74% | 13 |
|
|
2024
Q3 | $785M | Sell |
4,680,672
-161,506
| -3% | -$25.7M | 1.87% | 13 |
|
|
2024
Q2 | $728M | Sell |
4,842,178
-572,026
| -11% | -$86.8M | 1.89% | 13 |
|
|
2024
Q1 | $844M | Sell |
5,414,204
-5,415,689
| -50% | -$795M | 2.26% | 11 |
|
|
2023
Q4 | $1.57B | Buy |
10,829,893
+136,515
| +1% | +$18.3M | 4.52% | 6 |
|
|
2023
Q3 | $1.4B | Buy |
10,693,378
+228,509
| +2% | +$31.6M | 4.44% | 6 |
|
|
2023
Q2 | $1.45B | Buy |
10,464,869
+276,527
| +3% | +$36.9M | 4.49% | 6 |
|
|
2023
Q1 | $1.37B | Buy |
10,188,342
+194,936
| +2% | +$27M | 4.42% | 6 |
|
|
2022
Q4 | $1.35B | Buy |
9,993,406
+122,406
| +1% | +$16.4M | 4.64% | 6 |
|
|
2022
Q3 | $1.28B | Hold |
9,871,000
| – | – | 4.57% | 6 |
|
|
2022
Q2 | $1.28B | Sell |
9,871,000
-214,866
| -2% | -$30.4M | 4.57% | 6 |
|
|
2022
Q1 | $1.51B | Sell |
10,085,866
-150,863
| -1% | -$22.2M | 4.8% | 6 |
|
|
2021
Q4 | $1.54B | Buy |
10,236,729
+94,311
| +0.9% | +$13.8M | 4.79% | 6 |
|
|
2021
Q3 | $1.42B | Buy |
10,142,418
+93,627
| +0.9% | +$13.3M | 4.73% | 6 |
|
|
2021
Q2 | $1.41B | Buy |
10,048,791
+306,398
| +3% | +$43.3M | 4.81% | 6 |
|
|
2021
Q1 | $1.31B | Buy |
9,742,393
+467,379
| +5% | +$59.8M | 4.95% | 6 |
|
|
2020
Q4 | $1.1B | Buy |
9,275,014
+280,130
| +3% | +$31.4M | 4.62% | 6 |
|
|
2020
Q3 | $912M | Buy |
8,994,884
+254,647
| +3% | +$25.8M | 4.48% | 7 |
|
|
2020
Q2 | $836M | Buy |
8,740,237
+1,040,513
| +14% | +$95.4M | 4.45% | 7 |
|
|
2020
Q1 | $626M | Sell |
7,699,724
-279,940
| -4% | -$30.1M | 3.89% | 9 |
|
|
2019
Q4 | $951M | Buy |
7,979,664
+523,937
| +7% | +$60.4M | 4.91% | 6 |
|
|
2019
Q3 | $830M | Hold |
7,455,727
| – | – | 4.71% | 7 |
|
|
2019
Q2 | $830M | Buy |
7,455,727
+248,750
| +3% | +$27.2M | 4.71% | 7 |
|
|
2019
Q1 | $777M | Buy |
7,206,977
+358,571
| +5% | +$37.7M | 4.7% | 7 |
|
|
2018
Q4 | $652M | Buy |
6,848,406
+27,447
| +0.4% | +$2.88M | 4.58% | 6 |
|
|
2018
Q3 | $771M | Buy |
6,820,959
+679,435
| +11% | +$77.2M | 5.07% | 6 |
|
|
2018
Q2 | $678M | Buy |
6,141,524
+344,117
| +6% | +$38.1M | 4.82% | 7 |
|
|
2018
Q1 | $637M | Buy |
5,797,407
+565,000
| +11% | +$63.5M | 4.63% | 7 |
|
|
2017
Q4 | $584M | Buy |
5,232,407
+1,069,919
| +26% | +$116M | 4.7% | 7 |
|
|
2017
Q3 | $440M | Buy |
4,162,488
+442,642
| +12% | +$46M | 4.02% | 7 |
|
|
2017
Q2 | $383M | Buy |
3,719,846
+503,842
| +16% | +$51.5M | 4% | 8 |
|
|
2017
Q1 | $328M | Buy |
3,216,004
+527,975
| +20% | +$53.2M | 3.94% | 8 |
|
|
2016
Q4 | $261M | Buy |
2,688,029
+307,125
| +13% | +$29.1M | 3.86% | 8 |
|
|
2016
Q3 | $223M | Buy |
2,380,904
+393,625
| +20% | +$36.4M | 3.74% | 8 |
|
|
2016
Q2 | $177M | Buy |
1,987,279
+365,114
| +23% | +$32.1M | 3.61% | 8 |
|
|
2016
Q1 | $141M | Buy |
1,622,165
+365,475
| +29% | +$29.8M | 3.52% | 8 |
|
|
2015
Q4 | $108M | Buy |
1,256,690
+248,579
| +25% | +$21.7M | 3.32% | 9 |
|
|
2015
Q3 | $83.9M | Buy |
1,008,111
+156,243
| +18% | +$13.9M | 3.19% | 9 |
|
|
2015
Q2 | $77.2M | Buy |
851,868
+293,173
| +52% | +$27.1M | 3.31% | 9 |
|
|
2015
Q1 | $51.4M | Buy |
558,695
+246,592
| +79% | +$22.3M | 2.97% | 8 |
|
|
2014
Q4 | $27.9M | Buy |
+312,103
| New | +$27.3M | 2.44% | 12 |
|
Other funds holding VOE
EWA
TCIIS
Betterment LLC's VOE Position: Q1 2026 in Review
Betterment LLC reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 4.7% in Q1 2026, selling an estimated $34.1M and leaving 3,741,881 shares worth $690M. The position accounts for 1.31% of the portfolio, ranked #16.
Betterment LLC first reported a position in VOE in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.57B in Q4 2023. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.
- Betterment LLC held 3,741,881 shares of Vanguard Mid-Cap Value ETF worth $690M as of Q1 2026.
- Betterment LLC sold 182,729 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $34.1M.
- Vanguard Mid-Cap Value ETF made up 1.31% of Betterment LLC's portfolio in Q1 2026, its #16 holding.
- Betterment LLC first reported a position in Vanguard Mid-Cap Value ETF in Q4 2014 and has held it in 46 quarters since.
- Betterment LLC's Vanguard Mid-Cap Value ETF position peaked at $1.57B in Q4 2023.
- 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.
Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.