Betterment LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.9M | Sell |
84,642
-5,987
| -7% | -$1.73M | 0.04% | 99 |
|
|
2026
Q1 | $23.3M | Buy |
90,629
+4,194
| +5% | +$1.15M | 0.04% | 95 |
|
|
2025
Q4 | $24.1M | Buy |
86,435
+1,896
| +2% | +$543K | 0.05% | 93 |
|
|
2025
Q3 | $24.8M | Buy |
84,539
+1,546
| +2% | +$446K | 0.05% | 89 |
|
|
2025
Q2 | $23.6M | Buy |
82,993
+3,225
| +4% | +$832K | 0.05% | 87 |
|
|
2025
Q1 | $19.5M | Buy |
79,768
+2,989
| +4% | +$777K | 0.05% | 85 |
|
|
2024
Q4 | $19.5M | Buy |
76,779
+6
| +0% | +$1.54K | 0.05% | 79 |
|
|
2024
Q3 | $18.7M | Buy |
76,773
+1,312
| +2% | +$306K | 0.04% | 77 |
|
|
2024
Q2 | $17.3M | Buy |
75,461
+28
| +0% | +$6.42K | 0.04% | 71 |
|
|
2024
Q1 | $17.8M | Buy |
75,433
+28,190
| +60% | +$6.32M | 0.05% | 66 |
|
|
2023
Q4 | $10.4M | Buy |
47,243
+731
| +2% | +$146K | 0.03% | 69 |
|
|
2023
Q3 | $9.06M | Buy |
46,512
+1,200
| +3% | +$245K | 0.03% | 71 |
|
|
2023
Q2 | $9.32M | Buy |
45,312
+3,440
| +8% | +$667K | 0.03% | 70 |
|
|
2023
Q1 | $8.16M | Sell |
41,872
-763
| -2% | -$146K | 0.03% | 71 |
|
|
2022
Q4 | $7.66M | Buy |
42,635
+749
| +2% | +$136K | 0.03% | 71 |
|
|
2022
Q3 | $7.35M | Hold |
41,886
| – | – | 0.03% | 74 |
|
|
2022
Q2 | $7.35M | Buy |
41,886
+8,106
| +24% | +$1.57M | 0.03% | 74 |
|
|
2022
Q1 | $7.53M | Buy |
33,780
+19,100
| +130% | +$4.22M | 0.02% | 74 |
|
|
2021
Q4 | $3.74M | Sell |
14,680
-668
| -4% | -$168K | 0.01% | 94 |
|
|
2021
Q3 | $3.63M | Sell |
15,348
-921
| -6% | -$223K | 0.01% | 90 |
|
|
2021
Q2 | $3.85M | Sell |
16,269
-642
| -4% | -$144K | 0.01% | 79 |
|
|
2021
Q1 | $3.63M | Sell |
16,911
-1,223
| -7% | -$265K | 0.01% | 68 |
|
|
2020
Q4 | $3.85M | Sell |
18,134
-4,973
| -22% | -$979K | 0.02% | 62 |
|
|
2020
Q3 | $4.16M | Buy |
23,107
+1,387
| +6% | +$245K | 0.02% | 56 |
|
|
2020
Q2 | $3.59M | Buy |
21,720
+2,209
| +11% | +$334K | 0.02% | 59 |
|
|
2020
Q1 | $2.47M | Sell |
19,511
-2,305
| -11% | -$350K | 0.02% | 64 |
|
|
2019
Q4 | $3.46M | Buy |
21,816
+3,528
| +19% | +$538K | 0.02% | 60 |
|
|
2019
Q3 | $2.73M | Hold |
18,288
| – | – | 0.02% | 66 |
|
|
2019
Q2 | $2.73M | Buy |
18,288
+1,589
| +10% | +$232K | 0.02% | 66 |
|
|
2019
Q1 | $2.38M | Buy |
16,699
+2,051
| +14% | +$276K | 0.01% | 65 |
|
|
2018
Q4 | $1.75M | Buy |
14,648
+735
| +5% | +$94.4K | 0.01% | 68 |
|
|
2018
Q3 | $1.98M | Buy |
13,913
+1,148
| +9% | +$161K | 0.01% | 64 |
|
|
2018
Q2 | $1.72M | Buy |
12,765
+978
| +8% | +$130K | 0.01% | 63 |
|
|
2018
Q1 | $1.51M | Buy |
11,787
+2,924
| +33% | +$384K | 0.01% | 63 |
|
|
2017
Q4 | $1.13M | Buy |
8,863
+2,467
| +39% | +$309K | 0.01% | 58 |
|
|
2017
Q3 | $779K | Buy |
+6,396
| New | +$762K | 0.01% | 60 |
|
Other funds holding VOT
EWA
TI
Betterment LLC's VOT Position: Q2 2026 in Review
Betterment LLC reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.6% in Q2 2026, selling an estimated $1.73M and leaving 84,642 shares worth $25.9M. The position accounts for 0.04% of the portfolio, ranked #99.
Betterment LLC first reported a position in VOT in Q3 2017 and has held it in 36 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Betterment LLC held 84,642 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $25.9M as of Q2 2026.
- Betterment LLC sold 5,987 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.73M.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Betterment LLC's portfolio in Q2 2026, its #99 holding.
- Betterment LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 36 quarters since.
- 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.