Betterment LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Betterment LLC’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.6M	Sell	147,169 -10,804	-7%	-$3.6M	0.09%	74
2026 Q1	$47.2M	Buy	157,973 +50,074	+46%	+$15.7M	0.09%	72
2025 Q4	$34M	Buy	107,899 +556	+0.5%	+$174K	0.06%	80
2025 Q3	$33M	Sell	107,343 -10,423	-9%	-$3.09M	0.07%	79
2025 Q2	$33.6M	Buy	117,766 +39,750	+51%	+$10.5M	0.07%	73
2025 Q1	$20.1M	Buy	78,016 +45,114	+137%	+$12.2M	0.05%	83
2024 Q4	$8.87M	Sell	32,902 -2,760	-8%	-$748K	0.02%	115
2024 Q3	$9.39M	Buy	35,662 +22,158	+164%	+$5.62M	0.02%	102
2024 Q2	$3.37M	Buy	13,504 +6,941	+106%	+$1.67M	0.01%	135
2024 Q1	$1.57M	Buy	+6,563	New	+$1.5M	﹤0.01%	169

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Betterment LLC's VV Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.8% in Q2 2026, selling an estimated $3.6M and leaving 147,169 shares worth $50.6M. The position accounts for 0.09% of the portfolio, ranked #74.

Betterment LLC first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Betterment LLC held 147,169 shares of Vanguard Morningstar Large-Cap ETF worth $50.6M as of Q2 2026.
Betterment LLC sold 10,804 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.6M.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Betterment LLC's portfolio in Q2 2026, its #74 holding.
Betterment LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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