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 Q2	$827K	Sell	2,441 -76	-3%	-$24.9K	﹤0.01%	390
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 $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Betterment LLC's VONE Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard Russell 1000 ETF (VONE) stake by 3% in Q2 2026, selling an estimated $24.9K and leaving 2,441 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Betterment LLC first reported a position in VONE in Q2 2023 and has held it in 9 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Betterment LLC held 2,441 shares of Vanguard Russell 1000 ETF worth $827K as of Q2 2026.
Betterment LLC sold 76 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $24.9K.
Vanguard Russell 1000 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #390 holding.
Betterment LLC first reported a position in Vanguard Russell 1000 ETF in Q2 2023 and has held it in 9 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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