Betterment LLC’s Verizon VZ Stock Holding History

Betterment LLC’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Buy	41,612 +35,471	+578%	+$1.66M	﹤0.01%	265
2026 Q1	$308K	Buy	+6,141	New	+$285K	﹤0.01%	531

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC's VZ Position: Q2 2026 in Review

Betterment LLC increased its Verizon (VZ) stake by 578% in Q2 2026, buying an estimated $1.66M and bringing the position to 41,612 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Betterment LLC first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Betterment LLC held 41,612 shares of Verizon worth $1.76M as of Q2 2026.
Betterment LLC bought 35,471 Verizon shares in Q2 2026, an estimated $1.66M.
Verizon made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #265 holding.
Betterment LLC first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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