Betterment LLC
VTES icon

Betterment LLC’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Betterment LLC’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$681K Sell
6,719
-2,663
-28% -$269K ﹤0.01% 421
2026
Q1 		$949K Buy
9,382
+1,327
+16% +$135K ﹤0.01% 331
2025
Q4 		$818K Buy
8,055
+366
+5% +$37.2K ﹤0.01% 325
2025
Q3 		$784K Buy
7,689
+4,645
+153% +$472K ﹤0.01% 319
2025
Q2 		$307K Buy
+3,044
New +$305K ﹤0.01% 427

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC's VTES Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 28% in Q2 2026, selling an estimated $269K and leaving 6,719 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Betterment LLC first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. The position peaked at $949K in Q1 2026. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Betterment LLC held 6,719 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $681K as of Q2 2026.
  • Betterment LLC sold 2,663 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $269K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #421 holding.
  • Betterment LLC first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Betterment LLC's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $949K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

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