Betterment LLC
VT icon

Betterment LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Betterment LLC’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.38M Buy
59,766
+10,822
+22% +$1.65M 0.02% 144
2026
Q1 		$6.77M Sell
48,944
-2,671
-5% -$384K 0.01% 158
2025
Q4 		$7.28M Buy
51,615
+18,888
+58% +$2.64M 0.01% 148
2025
Q3 		$4.51M Buy
32,727
+12,895
+65% +$1.71M 0.01% 166
2025
Q2 		$2.55M Sell
19,832
-1,381
-7% -$165K 0.01% 194
2025
Q1 		$2.46M Sell
21,213
-1,612
-7% -$193K 0.01% 190
2024
Q4 		$2.68M Buy
22,825
+410
+2% +$49.2K 0.01% 177
2024
Q3 		$2.68M Buy
22,415
+1,669
+8% +$192K 0.01% 158
2024
Q2 		$2.34M Buy
20,746
+2,108
+11% +$232K 0.01% 154
2024
Q1 		$2.06M Buy
18,638
+315
+2% +$33.3K 0.01% 146
2023
Q4 		$1.89M Sell
18,323
-153
-0.8% -$14.7K 0.01% 136
2023
Q3 		$1.72M Buy
18,476
+10,852
+142% +$1.05M 0.01% 128
2023
Q2 		$739K Buy
7,624
+333
+5% +$31.2K ﹤0.01% 174
2023
Q1 		$671K Sell
7,291
-634
-8% -$57.4K ﹤0.01% 180
2022
Q4 		$683K Buy
7,925
+739
+10% +$63.1K ﹤0.01% 166
2022
Q3 		$613K Hold
7,186
– – ﹤0.01% 167
2022
Q2 		$613K Buy
7,186
+261
+4% +$24.1K ﹤0.01% 167
2022
Q1 		$701K Buy
6,925
+35
+0.5% +$3.54K ﹤0.01% 156
2021
Q4 		$740K Buy
6,890
+150
+2% +$15.9K ﹤0.01% 146
2021
Q3 		$686K Buy
6,740
+1,239
+23% +$130K ﹤0.01% 142
2021
Q2 		$570K Sell
5,501
-113
-2% -$11.5K ﹤0.01% 137
2021
Q1 		$546K Sell
5,614
-345
-6% -$33.2K ﹤0.01% 113
2020
Q4 		$552K Buy
+5,959
New +$517K ﹤0.01% 107

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Betterment LLC's VT Position: Q2 2026 in Review

Betterment LLC increased its Vanguard Total World Stock ETF (VT) stake by 22% in Q2 2026, buying an estimated $1.65M and bringing the position to 59,766 shares worth $9.38M. The position accounts for 0.02% of the portfolio, ranked #144.

Betterment LLC first reported a position in VT in Q4 2020 and has held it in 23 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Betterment LLC held 59,766 shares of Vanguard Total World Stock ETF worth $9.38M as of Q2 2026.
  • Betterment LLC bought 10,822 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.65M.
  • Vanguard Total World Stock ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #144 holding.
  • Betterment LLC first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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