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

Other funds holding VONV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 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. 627 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.
627 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.