Betterment LLC
VUG icon

Betterment LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Betterment LLC’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$141M Buy
1,930,632
+41,508
+2% +$3.23M 0.27% 36
2025
Q4 		$154M Buy
1,889,124
+53,688
+3% +$4.36M 0.29% 33
2025
Q3 		$147M Buy
1,835,436
+94,506
+5% +$7.22M 0.29% 33
2025
Q2 		$127M Buy
1,740,930
+135,888
+8% +$8.95M 0.27% 34
2025
Q1 		$99.2M Buy
1,605,042
+67,386
+4% +$4.54M 0.24% 40
2024
Q4 		$105M Buy
1,537,656
+237,348
+18% +$15.9M 0.25% 40
2024
Q3 		$83.2M Buy
1,300,308
+90,108
+7% +$5.59M 0.2% 43
2024
Q2 		$75.4M Sell
1,210,200
-2,034
-0.2% -$119K 0.2% 42
2024
Q1 		$69.5M Buy
1,212,234
+72,330
+6% +$3.98M 0.19% 41
2023
Q4 		$59.1M Buy
1,139,904
+4,074
+0.4% +$197K 0.17% 38
2023
Q3 		$51.5M Buy
1,135,830
+37,542
+3% +$1.77M 0.16% 38
2023
Q2 		$51.8M Buy
1,098,288
+32,412
+3% +$1.41M 0.16% 38
2023
Q1 		$44.3M Buy
1,065,876
+36,780
+4% +$1.43M 0.14% 39
2022
Q4 		$36.6M Buy
1,029,096
+6,918
+0.7% +$254K 0.13% 42
2022
Q3 		$38M Hold
1,022,178
– – 0.14% 38
2022
Q2 		$38M Buy
1,022,178
+106,068
+12% +$4.36M 0.14% 38
2022
Q1 		$43.9M Buy
916,110
+12,834
+1% +$607K 0.14% 37
2021
Q4 		$48.3M Buy
903,276
+21,528
+2% +$1.12M 0.15% 36
2021
Q3 		$42.6M Buy
881,748
+63,906
+8% +$3.18M 0.14% 36
2021
Q2 		$39.1M Buy
817,842
+51,006
+7% +$2.32M 0.13% 36
2021
Q1 		$32.9M Buy
766,836
+94,302
+14% +$4.03M 0.12% 35
2020
Q4 		$28.4M Buy
672,534
+64,902
+11% +$2.59M 0.12% 35
2020
Q3 		$23.1M Buy
607,632
+60,852
+11% +$2.25M 0.11% 34
2020
Q2 		$18.4M Buy
546,780
+78,480
+17% +$2.41M 0.1% 34
2020
Q1 		$12.2M Buy
468,300
+42,342
+10% +$1.27M 0.08% 40
2019
Q4 		$12.9M Buy
425,958
+80,304
+23% +$2.32M 0.07% 35
2019
Q3 		$9.41M Hold
345,654
– – 0.05% 37
2019
Q2 		$9.41M Buy
345,654
+29,652
+9% +$792K 0.05% 37
2019
Q1 		$8.24M Buy
316,002
+38,904
+14% +$960K 0.05% 38
2018
Q4 		$6.2M Buy
277,098
+31,710
+13% +$768K 0.04% 40
2018
Q3 		$6.59M Buy
245,388
+3,942
+2% +$103K 0.04% 34
2018
Q2 		$6.03M Buy
241,446
+8,436
+4% +$207K 0.04% 34
2018
Q1 		$5.53M Buy
233,010
+59,166
+34% +$1.44M 0.04% 34
2017
Q4 		$4.08M Buy
173,844
+26,022
+18% +$597K 0.03% 33
2017
Q3 		$3.27M Buy
147,822
+19,170
+15% +$417K 0.03% 33
2017
Q2 		$2.72M Buy
128,652
+22,278
+21% +$467K 0.03% 32
2017
Q1 		$2.16M Buy
106,374
+44,616
+72% +$880K 0.03% 36
2016
Q4 		$1.15M Buy
61,758
+37,752
+157% +$698K 0.02% 38
2016
Q3 		$449K Sell
24,006
-3,222
-12% -$59.9K 0.01% 39
2016
Q2 		$486K Buy
27,228
+1,398
+5% +$24.9K 0.01% 38
2016
Q1 		$458K Buy
25,830
+228
+0.9% +$3.82K 0.01% 35
2015
Q4 		$454K Buy
+25,602
New +$459K 0.01% 34

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC's VUG Position: Q1 2026 in Review

Betterment LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q1 2026, buying an estimated $3.23M and bringing the position to 1,930,632 shares worth $141M. The position accounts for 0.27% of the portfolio, ranked #36.

Betterment LLC first reported a position in VUG in Q4 2015 and has held it in 42 quarters since. The position peaked at $154M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Betterment LLC held 1,930,632 shares of Vanguard Morningstar Growth ETF worth $141M as of Q1 2026.
  • Betterment LLC bought 41,508 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $3.23M.
  • Vanguard Morningstar Growth ETF made up 0.27% of Betterment LLC's portfolio in Q1 2026, its #36 holding.
  • Betterment LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Betterment LLC's Vanguard Morningstar Growth ETF position peaked at $154M in Q4 2025.
  • 2,729 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.