Betterment LLC
VOOV icon

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

Betterment LLC’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Sell
49,352
-1,295
-3% -$279K 0.02% 134
2026
Q1 		$10.3M Buy
50,647
+3,663
+8% +$767K 0.02% 135
2025
Q4 		$9.63M Sell
46,984
-657
-1% -$133K 0.02% 131
2025
Q3 		$9.5M Buy
47,641
+320
+0.7% +$62.1K 0.02% 128
2025
Q2 		$8.93M Buy
47,321
+138
+0.3% +$24.9K 0.02% 127
2025
Q1 		$8.69M Buy
47,183
+3,067
+7% +$574K 0.02% 120
2024
Q4 		$8.14M Buy
44,116
+7,243
+20% +$1.39M 0.02% 119
2024
Q3 		$7.03M Sell
36,873
-168
-0.5% -$30.8K 0.02% 122
2024
Q2 		$6.51M Sell
37,041
-367
-1% -$64.7K 0.02% 110
2024
Q1 		$6.75M Sell
37,408
-1,472
-4% -$253K 0.02% 95
2023
Q4 		$6.53M Buy
38,880
+1,845
+5% +$287K 0.02% 89
2023
Q3 		$5.51M Buy
37,035
+28
+0.1% +$4.37K 0.02% 84
2023
Q2 		$5.76M Buy
37,007
+3,080
+9% +$459K 0.02% 80
2023
Q1 		$4.98M Buy
33,927
+6,395
+23% +$933K 0.02% 89
2022
Q4 		$3.86M Buy
27,532
+5,576
+25% +$770K 0.01% 95
2022
Q3 		$2.92M Hold
21,956
– – 0.01% 103
2022
Q2 		$2.92M Buy
21,956
+2,229
+11% +$318K 0.01% 103
2022
Q1 		$2.97M Buy
19,727
+4,121
+26% +$613K 0.01% 106
2021
Q4 		$2.36M Buy
15,606
+609
+4% +$89.6K 0.01% 114
2021
Q3 		$2.11M Buy
14,997
+1,602
+12% +$231K 0.01% 112
2021
Q2 		$1.91M Sell
13,395
-34
-0.3% -$4.85K 0.01% 106
2021
Q1 		$1.84M Buy
13,429
+128
+1% +$16.7K 0.01% 87
2020
Q4 		$1.65M Buy
13,301
+213
+2% +$24.9K 0.01% 82
2020
Q3 		$1.43M Buy
13,088
+540
+4% +$59.1K 0.01% 75
2020
Q2 		$1.31M Buy
12,548
+1,488
+13% +$153K 0.01% 76
2020
Q1 		$1.03M Buy
11,060
+6,293
+132% +$722K 0.01% 77
2019
Q4 		$599K Buy
4,767
+1,354
+40% +$163K ﹤0.01% 90
2019
Q3 		$384K Hold
3,413
– – ﹤0.01% 95
2019
Q2 		$384K Buy
3,413
+168
+5% +$18.6K ﹤0.01% 95
2019
Q1 		$353K Buy
3,245
+149
+5% +$15.8K ﹤0.01% 96
2018
Q4 		$302K Buy
+3,096
New +$327K ﹤0.01% 95

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Betterment LLC's VOOV Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 2.6% in Q2 2026, selling an estimated $279K and leaving 49,352 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #134.

Betterment LLC first reported a position in VOOV in Q4 2018 and has held it in 31 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Betterment LLC held 49,352 shares of Vanguard S&P 500 Value ETF worth $10.8M as of Q2 2026.
  • Betterment LLC sold 1,295 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $279K.
  • Vanguard S&P 500 Value ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #134 holding.
  • Betterment LLC first reported a position in Vanguard S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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