Betterment LLC’s Vanguard Russell 1000 ETF VONE Stock Holding History

Betterment LLC’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$743K	Buy	2,517 +61	+2%	+$18.8K	﹤0.01%	370
2025 Q4	$759K	Sell	2,456 -43	-2%	-$13.2K	﹤0.01%	338
2025 Q3	$756K	Buy	2,499 +35	+1%	+$10.2K	﹤0.01%	322
2025 Q2	$692K	Buy	+2,464	New	+$640K	﹤0.01%	318
2024 Q2	–	Sell	-1,101	Closed	-$262K	–	406
2024 Q1	$262K	Sell	1,101 -1,223	-53%	-$277K	﹤0.01%	325
2023 Q4	$504K	Buy	2,324 +201	+9%	+$40.7K	﹤0.01%	230
2023 Q3	$413K	Buy	2,123 +254	+14%	+$51.4K	﹤0.01%	226
2023 Q2	$377K	Buy	+1,869	New	+$356K	﹤0.01%	225

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Betterment LLC's VONE Position: Q1 2026 in Review

Betterment LLC increased its Vanguard Russell 1000 ETF (VONE) stake by 2.5% in Q1 2026, buying an estimated $18.8K and bringing the position to 2,517 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Betterment LLC first reported a position in VONE in Q2 2023 and has held it in 8 quarters since. The position peaked at $759K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Betterment LLC held 2,517 shares of Vanguard Russell 1000 ETF worth $743K as of Q1 2026.
Betterment LLC bought 61 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $18.8K.
Vanguard Russell 1000 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #370 holding.
Betterment LLC first reported a position in Vanguard Russell 1000 ETF in Q2 2023 and has held it in 8 quarters since.
Betterment LLC's Vanguard Russell 1000 ETF position peaked at $759K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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