Betterment LLC
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Betterment LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Betterment LLC’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Buy
30,354
+696
+2% +$109K 0.01% 179
2026
Q1 		$4.39M Buy
29,658
+2,616
+10% +$393K 0.01% 179
2025
Q4 		$3.88M Buy
27,042
+848
+3% +$121K 0.01% 178
2025
Q3 		$3.69M Buy
26,194
+2,361
+10% +$324K 0.01% 175
2025
Q2 		$3.18M Buy
23,833
+1,195
+5% +$151K 0.01% 176
2025
Q1 		$2.92M Buy
22,638
+337
+2% +$44.1K 0.01% 177
2024
Q4 		$2.85M Buy
22,301
+2,256
+11% +$294K 0.01% 173
2024
Q3 		$2.57M Buy
20,045
+1,026
+5% +$127K 0.01% 163
2024
Q2 		$2.26M Buy
19,019
+15
+0.1% +$1.78K 0.01% 161
2024
Q1 		$2.3M Buy
19,004
+410
+2% +$47K 0.01% 138
2023
Q4 		$2.08M Sell
18,594
-468
-2% -$49.2K 0.01% 130
2023
Q3 		$1.97M Sell
19,062
-776
-4% -$83.3K 0.01% 124
2023
Q2 		$2.1M Buy
19,838
+87
+0.4% +$9.13K 0.01% 113
2023
Q1 		$2.08M Buy
19,751
+1,899
+11% +$204K 0.01% 120
2022
Q4 		$1.93M Buy
17,852
+2,126
+14% +$226K 0.01% 119
2022
Q3 		$1.6M Hold
15,726
– – 0.01% 123
2022
Q2 		$1.6M Buy
15,726
+2,529
+19% +$274K 0.01% 123
2022
Q1 		$1.48M Buy
13,197
+1,555
+13% +$173K ﹤0.01% 123
2021
Q4 		$1.3M Buy
11,642
+2,836
+32% +$309K ﹤0.01% 128
2021
Q3 		$910K Buy
8,806
+50
+0.6% +$5.29K ﹤0.01% 131
2021
Q2 		$917K Buy
8,756
+235
+3% +$24.7K ﹤0.01% 125
2021
Q1 		$861K Sell
8,521
-266
-3% -$25.7K ﹤0.01% 102
2020
Q4 		$804K Sell
8,787
-81
-0.9% -$7.04K ﹤0.01% 100
2020
Q3 		$718K Buy
8,868
+22
+0.2% +$1.8K ﹤0.01% 88
2020
Q2 		$697K Sell
8,846
-760
-8% -$59.1K ﹤0.01% 87
2020
Q1 		$680K Buy
9,606
+1,130
+13% +$97.1K ﹤0.01% 87
2019
Q4 		$794K Buy
8,476
+264
+3% +$23.9K ﹤0.01% 83
2019
Q3 		$718K Hold
8,212
– – ﹤0.01% 82
2019
Q2 		$718K Buy
8,212
+6
+0.1% +$519 ﹤0.01% 82
2019
Q1 		$703K Buy
8,206
+53
+0.7% +$4.43K ﹤0.01% 83
2018
Q4 		$636K Buy
8,153
+20
+0.2% +$1.67K ﹤0.01% 81
2018
Q3 		$708K Sell
8,133
-23
-0.3% -$1.99K ﹤0.01% 80
2018
Q2 		$677K Sell
8,156
-10
-0.1% -$837 ﹤0.01% 78
2018
Q1 		$675K Hold
8,166
– – ﹤0.01% 77
2017
Q4 		$699K Sell
8,166
-35
-0.4% -$2.93K 0.01% 69
2017
Q3 		$665K Sell
8,201
-25
-0.3% -$1.98K 0.01% 65
2017
Q2 		$643K Sell
8,226
-11
-0.1% -$857 0.01% 52
2017
Q1 		$640K Sell
8,237
-15
-0.2% -$1.16K 0.01% 49
2016
Q4 		$625K Sell
8,252
-3
-0% -$220 0.01% 42
2016
Q3 		$596K Buy
8,255
+45
+0.5% +$3.27K 0.01% 37
2016
Q2 		$587K Buy
+8,210
New +$574K 0.01% 36

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's VYM Position: Q2 2026 in Review

Betterment LLC increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.3% in Q2 2026, buying an estimated $109K and bringing the position to 30,354 shares worth $4.8M. The position accounts for 0.01% of the portfolio, ranked #179.

Betterment LLC first reported a position in VYM in Q2 2016 and has held it in 41 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Betterment LLC held 30,354 shares of Vanguard High Dividend Yield ETF worth $4.8M as of Q2 2026.
  • Betterment LLC bought 696 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $109K.
  • Vanguard High Dividend Yield ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #179 holding.
  • Betterment LLC first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 41 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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