Betterment LLC
VONV icon

Betterment LLC’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Betterment LLC’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,384
Closed -$223K – 690
2026
Q1 		$223K Sell
2,384
-670
-22% -$64.4K ﹤0.01% 589
2025
Q4 		$282K Buy
3,054
+792
+35% +$71.8K ﹤0.01% 508
2025
Q3 		$202K Buy
+2,262
New +$198K ﹤0.01% 520

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Bank of America
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TCIIS
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UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's VONV Position: Q2 2026 in Review

Betterment LLC sold out of Vanguard Russell 1000 Value ETF (VONV) in Q2 2026, closing a stake of 2,384 shares — an estimated $223K sold.

Betterment LLC first reported a position in VONV in Q3 2025 and held it in 3 quarters. The position peaked at $282K in Q4 2025. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Betterment LLC reported no remaining Vanguard Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Betterment LLC sold 2,384 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $223K.
  • Betterment LLC first reported a position in Vanguard Russell 1000 Value ETF in Q3 2025 and held it in 3 quarters.
  • Betterment LLC's Vanguard Russell 1000 Value ETF position peaked at $282K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

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