Betterment LLC’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Betterment LLC’s Portfolio VRIG Stock Details VRIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Buy	47,802 +9,489	+25%	+$238K	﹤0.01%	319
2026 Q1	$959K	Sell	38,313 -12,025	-24%	-$302K	﹤0.01%	330
2025 Q4	$1.26M	Buy	50,338 +431	+0.9%	+$10.8K	﹤0.01%	277
2025 Q3	$1.25M	Buy	49,907 +3,561	+8%	+$89.4K	﹤0.01%	274
2025 Q2	$1.16M	Buy	46,346 +54	+0.1%	+$1.35K	﹤0.01%	264
2025 Q1	$1.16M	Buy	46,292 +4,066	+10%	+$102K	﹤0.01%	243
2024 Q4	$1.06M	Buy	42,226 +867	+2%	+$21.8K	﹤0.01%	245
2024 Q3	$1.04M	Buy	41,359 +5,774	+16%	+$145K	﹤0.01%	234
2024 Q2	$895K	Buy	+35,585	New	+$895K	﹤0.01%	232

Other funds holding VRIG

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Betterment LLC's VRIG Position: Q2 2026 in Review

Betterment LLC increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 25% in Q2 2026, buying an estimated $238K and bringing the position to 47,802 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Betterment LLC first reported a position in VRIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q4 2025. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

Betterment LLC held 47,802 shares of Invesco Variable Rate Investment Grade ETF worth $1.2M as of Q2 2026.
Betterment LLC bought 9,489 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $238K.
Invesco Variable Rate Investment Grade ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #319 holding.
Betterment LLC first reported a position in Invesco Variable Rate Investment Grade ETF in Q2 2024 and has held it in 9 quarters since.
Betterment LLC's Invesco Variable Rate Investment Grade ETF position peaked at $1.26M in Q4 2025.
170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

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