Betterment LLC
VTI icon

Betterment LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Betterment LLC’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.86B Sell
23,945,511
-581,196
-2% -$208M 14.99% 2
2026
Q1 		$7.87B Sell
24,526,707
-644,868
-3% -$216M 14.9% 2
2025
Q4 		$8.44B Sell
25,171,575
-610,825
-2% -$203M 16.08% 2
2025
Q3 		$8.46B Sell
25,782,400
-521,287
-2% -$165M 16.72% 1
2025
Q2 		$7.99B Buy
26,303,687
+209,074
+0.8% +$58.8M 17.02% 1
2025
Q1 		$7.17B Sell
26,094,613
-874,483
-3% -$254M 17.01% 1
2024
Q4 		$7.82B Sell
26,969,096
-686,806
-2% -$200M 18.63% 1
2024
Q3 		$7.83B Sell
27,655,902
-639,516
-2% -$174M 18.69% 1
2024
Q2 		$7.57B Sell
28,295,418
-596,922
-2% -$154M 19.61% 1
2024
Q1 		$7.51B Sell
28,892,340
-642,084
-2% -$159M 20.15% 1
2023
Q4 		$7.01B Sell
29,534,424
-117,949
-0.4% -$26.1M 20.17% 1
2023
Q3 		$6.3B Buy
29,652,373
+91,152
+0.3% +$20.2M 19.95% 1
2023
Q2 		$6.51B Buy
29,561,221
+171,874
+0.6% +$35.8M 20.18% 1
2023
Q1 		$6B Buy
29,389,347
+541,820
+2% +$108M 19.42% 1
2022
Q4 		$5.52B Buy
28,847,527
+460,388
+2% +$88.7M 18.92% 1
2022
Q3 		$5.35B Hold
28,387,139
– – 19.15% 1
2022
Q2 		$5.35B Buy
28,387,139
+766,978
+3% +$158M 19.15% 1
2022
Q1 		$6.29B Buy
27,620,161
+3,118
+0% +$701K 20.01% 1
2021
Q4 		$6.67B Buy
27,617,043
+75,571
+0.3% +$17.8M 20.76% 1
2021
Q3 		$6.12B Buy
27,541,472
+373,465
+1% +$85.2M 20.45% 1
2021
Q2 		$6.05B Buy
27,168,007
+1,384,421
+5% +$300M 20.62% 1
2021
Q1 		$5.33B Buy
25,783,586
+1,752,842
+7% +$355M 20.07% 1
2020
Q4 		$4.68B Buy
24,030,744
+960,505
+4% +$176M 19.6% 1
2020
Q3 		$3.93B Buy
23,070,239
+376,725
+2% +$63.4M 19.29% 1
2020
Q2 		$3.55B Buy
22,693,514
+898,848
+4% +$133M 18.9% 1
2020
Q1 		$2.81B Sell
21,794,666
-4,334,244
-17% -$670M 17.44% 1
2019
Q4 		$4.28B Buy
26,128,910
+1,389,943
+6% +$218M 22.09% 1
2019
Q3 		$3.71B Hold
24,738,967
– – 21.05% 1
2019
Q2 		$3.71B Buy
24,738,967
+645,893
+3% +$95.1M 21.05% 1
2019
Q1 		$3.49B Buy
24,093,074
+1,054,162
+5% +$147M 21.07% 1
2018
Q4 		$2.94B Sell
23,038,912
-781,703
-3% -$108M 20.65% 1
2018
Q3 		$3.56B Buy
23,820,615
+4,120,392
+21% +$606M 23.43% 1
2018
Q2 		$2.77B Buy
19,700,223
+1,013,865
+5% +$141M 19.65% 2
2018
Q1 		$2.55B Buy
18,686,358
+2,013,422
+12% +$282M 18.52% 2
2017
Q4 		$2.29B Buy
16,672,936
+5,901,701
+55% +$790M 18.43% 2
2017
Q3 		$1.4B Buy
10,771,235
+969,828
+10% +$123M 12.75% 2
2017
Q2 		$1.22B Buy
9,801,407
+1,203,061
+14% +$148M 12.74% 2
2017
Q1 		$1.04B Buy
8,598,346
+1,433,376
+20% +$172M 12.55% 2
2016
Q4 		$826M Buy
7,164,970
+802,853
+13% +$90.3M 12.2% 2
2016
Q3 		$708M Buy
6,362,117
+965,957
+18% +$107M 11.89% 2
2016
Q2 		$578M Buy
5,396,160
+939,777
+21% +$99.6M 11.8% 2
2016
Q1 		$467M Buy
4,456,383
+638,122
+17% +$63.3M 11.62% 2
2015
Q4 		$398M Buy
3,818,261
+579,868
+18% +$61.1M 12.25% 2
2015
Q3 		$320M Buy
3,238,393
+381,551
+13% +$40.1M 12.14% 2
2015
Q2 		$306M Buy
2,856,842
+708,545
+33% +$77.3M 13.14% 2
2015
Q1 		$230M Buy
2,148,297
+577,836
+37% +$61.7M 13.34% 2
2014
Q4 		$166M Buy
+1,570,461
New +$163M 14.55% 2

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Betterment LLC's VTI Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, selling an estimated $208M and leaving 23,945,511 shares worth $8.86B. The position accounts for 14.99% of the portfolio, ranked #2.

Betterment LLC first reported a position in VTI in Q4 2014 and has held it in 47 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Betterment LLC held 23,945,511 shares of Vanguard Morningstar Total Stock Market ETF worth $8.86B as of Q2 2026.
  • Betterment LLC sold 581,196 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $208M.
  • Vanguard Morningstar Total Stock Market ETF made up 14.99% of Betterment LLC's portfolio in Q2 2026, its #2 holding.
  • Betterment LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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