Betterment LLC’s Vistra VST Stock Holding History

Betterment LLC’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$512K	Buy	3,228 +300	+10%	+$46.5K	﹤0.01%	476
2026 Q1	$440K	Buy	+2,928	New	+$474K	﹤0.01%	466

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC's VST Position: Q2 2026 in Review

Betterment LLC increased its Vistra (VST) stake by 10% in Q2 2026, buying an estimated $46.5K and bringing the position to 3,228 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Betterment LLC first reported a position in VST in Q1 2026 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Betterment LLC held 3,228 shares of Vistra worth $512K as of Q2 2026.
Betterment LLC bought 300 Vistra shares in Q2 2026, an estimated $46.5K.
Vistra made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #476 holding.
Betterment LLC first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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