Betterment LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Betterment LLC’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229M	Buy	382,432 +69,911	+22%	+$43.7M	0.43%	32
2025 Q4	$196M	Buy	312,521 +8,909	+3%	+$5.54M	0.37%	32
2025 Q3	$186M	Sell	303,612 -321	-0.1%	-$189K	0.37%	32
2025 Q2	$173M	Buy	303,933 +30,564	+11%	+$16.1M	0.37%	30
2025 Q1	$140M	Buy	273,369 +34,584	+14%	+$18.7M	0.33%	31
2024 Q4	$129M	Buy	238,785 +3,649	+2%	+$1.98M	0.31%	34
2024 Q3	$124M	Buy	235,136 +10,746	+5%	+$5.46M	0.3%	36
2024 Q2	$112M	Buy	224,390 +927	+0.4%	+$446K	0.29%	35
2024 Q1	$107M	Buy	223,463 +26	+0%	+$11.9K	0.29%	35
2023 Q4	$97.6M	Sell	223,437 -14,679	-6%	-$6.01M	0.28%	33
2023 Q3	$93.5M	Sell	238,116 -6,752	-3%	-$2.76M	0.3%	33
2023 Q2	$99.7M	Buy	244,868 +23,567	+11%	+$9.09M	0.31%	33
2023 Q1	$83.2M	Buy	221,301 +8,297	+4%	+$3.04M	0.27%	33
2022 Q4	$74.8M	Buy	213,004 +55,943	+36%	+$19.8M	0.26%	33
2022 Q3	$54.5M	Hold	157,061	–	–	0.19%	35
2022 Q2	$54.5M	Sell	157,061 -1,697	-1%	-$639K	0.19%	35
2022 Q1	$65.9M	Buy	158,758 +37,046	+30%	+$15.2M	0.21%	34
2021 Q4	$53.1M	Buy	121,712 +10,930	+10%	+$4.61M	0.17%	35
2021 Q3	$43.7M	Buy	110,782 +6,047	+6%	+$2.45M	0.15%	35
2021 Q2	$41.2M	Sell	104,735 -4,768	-4%	-$1.83M	0.14%	35
2021 Q1	$39.9M	Sell	109,503 -3,984	-4%	-$1.41M	0.15%	34
2020 Q4	$39M	Sell	113,487 -4,228	-4%	-$1.38M	0.16%	32
2020 Q3	$36.2M	Sell	117,715 -244	-0.2%	-$74.3K	0.18%	31
2020 Q2	$33.4M	Sell	117,959 -30,007	-20%	-$8.08M	0.18%	31
2020 Q1	$35M	Buy	147,966 +103,913	+236%	+$29.1M	0.22%	30
2019 Q4	$13M	Buy	44,053 +99	+0.2%	+$28K	0.07%	34
2019 Q3	$11.8M	Hold	43,954	–	–	0.07%	35
2019 Q2	$11.8M	Buy	43,954 +3,193	+8%	+$845K	0.07%	35
2019 Q1	$10.6M	Sell	40,761 -2,370	-5%	-$592K	0.06%	34
2018 Q4	$9.91M	Buy	43,131 +22,340	+107%	+$5.53M	0.07%	33
2018 Q3	$5.55M	Sell	20,791 -1,161	-5%	-$304K	0.04%	37
2018 Q2	$5.48M	Buy	21,952 +595	+3%	+$148K	0.04%	37
2018 Q1	$5.19M	Buy	21,357 +20,113	+1,617%	+$5.05M	0.04%	37
2017 Q4	$305K	Buy	1,244 +291	+31%	+$69.5K	﹤0.01%	83
2017 Q3	$220K	Buy	953 +4	+0.4%	+$906	﹤0.01%	83
2017 Q2	$211K	Sell	949 -5	-0.5%	-$1.1K	﹤0.01%	73
2017 Q1	$206K	Sell	954 -59	-6%	-$12.6K	﹤0.01%	67
2016 Q4	$208K	Sell	1,013 -8	-0.8%	-$1.6K	﹤0.01%	62
2016 Q3	$203K	Buy	+1,021	New	+$202K	﹤0.01%	50
2016 Q1	–	Sell	-1,277	Closed	-$239K	–	38
2015 Q4	$239K	Buy	+1,277	New	+$240K	0.01%	37

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Betterment LLC's VOO Position: Q1 2026 in Review

Betterment LLC increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q1 2026, buying an estimated $43.7M and bringing the position to 382,432 shares worth $229M. The position accounts for 0.43% of the portfolio, ranked #32.

Betterment LLC first reported a position in VOO in Q4 2015 and has held it in 40 quarters since. 3,845 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Betterment LLC held 382,432 shares of Vanguard S&P 500 ETF worth $229M as of Q1 2026.
Betterment LLC bought 69,911 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $43.7M.
Vanguard S&P 500 ETF made up 0.43% of Betterment LLC's portfolio in Q1 2026, its #32 holding.
Betterment LLC first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 40 quarters since.
3,845 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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