Betterment LLC
VTWO icon

Betterment LLC’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Betterment LLC’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$794K Buy
6,539
+975
+18% +$111K ﹤0.01% 395
2026
Q1 		$557K Buy
5,564
+323
+6% +$33.7K ﹤0.01% 418
2025
Q4 		$522K Sell
5,241
-429
-8% -$42.6K ﹤0.01% 395
2025
Q3 		$555K Buy
5,670
+722
+15% +$67K ﹤0.01% 365
2025
Q2 		$432K Buy
4,948
+719
+17% +$58.5K ﹤0.01% 382
2025
Q1 		$341K Buy
4,229
+1,678
+66% +$147K ﹤0.01% 382
2024
Q4 		$228K Buy
+2,551
New +$235K ﹤0.01% 422

Other funds holding VTWO

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Betterment LLC's VTWO Position: Q2 2026 in Review

Betterment LLC increased its Vanguard Russell 2000 ETF (VTWO) stake by 18% in Q2 2026, buying an estimated $111K and bringing the position to 6,539 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Betterment LLC first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Betterment LLC held 6,539 shares of Vanguard Russell 2000 ETF worth $794K as of Q2 2026.
  • Betterment LLC bought 975 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #395 holding.
  • Betterment LLC first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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