Betterment LLC
VSS icon

Betterment LLC’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Betterment LLC’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
6,601
+679
+11% +$107K ﹤0.01% 340
2026
Q1 		$863K Buy
5,922
+1,390
+31% +$210K ﹤0.01% 347
2025
Q4 		$650K Buy
4,532
+2,584
+133% +$368K ﹤0.01% 359
2025
Q3 		$278K Buy
1,948
+117
+6% +$16.2K ﹤0.01% 473
2025
Q2 		$246K Buy
1,831
+68
+4% +$8.39K ﹤0.01% 463
2025
Q1 		$204K Sell
1,763
-393
-18% -$45.7K ﹤0.01% 456
2024
Q4 		$247K Sell
2,156
-1,491
-41% -$179K ﹤0.01% 412
2024
Q3 		$459K Sell
3,647
-859
-19% -$104K ﹤0.01% 320
2024
Q2 		$529K Sell
4,506
-306
-6% -$35.9K ﹤0.01% 280
2024
Q1 		$562K Buy
4,812
+91
+2% +$10.3K ﹤0.01% 252
2023
Q4 		$543K Buy
4,721
+133
+3% +$14.3K ﹤0.01% 223
2023
Q3 		$487K Sell
4,588
-92
-2% -$10.2K ﹤0.01% 216
2023
Q2 		$517K Buy
4,680
+418
+10% +$46.1K ﹤0.01% 196
2023
Q1 		$466K Buy
4,262
+211
+5% +$22.9K ﹤0.01% 203
2022
Q4 		$416K Buy
+4,051
New +$407K ﹤0.01% 202
2020
Q1 		– Sell
-4,624
Closed -$514K – 121
2019
Q4 		$514K Sell
4,624
-1,241
-21% -$132K ﹤0.01% 93
2019
Q3 		$617K Hold
5,865
– – ﹤0.01% 86
2019
Q2 		$617K Sell
5,865
-151
-3% -$15.8K ﹤0.01% 86
2019
Q1 		$626K Sell
6,016
-1,012
-14% -$103K ﹤0.01% 86
2018
Q4 		$665K Buy
7,028
+5,079
+261% +$515K ﹤0.01% 78
2018
Q3 		$219K Sell
1,949
-761
-28% -$86.8K ﹤0.01% 98
2018
Q2 		$313K Buy
2,710
+486
+22% +$58.2K ﹤0.01% 88
2018
Q1 		$266K Buy
+2,224
New +$269K ﹤0.01% 91

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Betterment LLC's VSS Position: Q2 2026 in Review

Betterment LLC increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 11% in Q2 2026, buying an estimated $107K and bringing the position to 6,601 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Betterment LLC first reported a position in VSS in Q1 2018 and has held it in 23 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Betterment LLC held 6,601 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.02M as of Q2 2026.
  • Betterment LLC bought 679 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $107K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #340 holding.
  • Betterment LLC first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and has held it in 23 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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