Betterment LLC’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Betterment LLC’s Portfolio FLTR Stock Details FLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Buy	15,015 +159	+1%	+$4.06K	﹤0.01%	536
2026 Q1	$379K	Sell	14,856 -18,723	-56%	-$478K	﹤0.01%	491
2025 Q4	$856K	Buy	33,579 +374	+1%	+$9.54K	﹤0.01%	319
2025 Q3	$849K	Sell	33,205 -190	-0.6%	-$4.85K	﹤0.01%	310
2025 Q2	$852K	Buy	33,395 +296	+0.9%	+$7.51K	﹤0.01%	285
2025 Q1	$846K	Buy	33,099 +4,728	+17%	+$121K	﹤0.01%	274
2024 Q4	$722K	Buy	28,371 +833	+3%	+$21.2K	﹤0.01%	283
2024 Q3	$701K	Buy	27,538 +392	+1%	+$9.96K	﹤0.01%	274
2024 Q2	$692K	Buy	+27,146	New	+$691K	﹤0.01%	254

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Betterment LLC's FLTR Position: Q2 2026 in Review

Betterment LLC increased its VanEck IG Floating Rate ETF (FLTR) stake by 1.1% in Q2 2026, buying an estimated $4.06K and bringing the position to 15,015 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Betterment LLC first reported a position in FLTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $856K in Q4 2025. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Betterment LLC held 15,015 shares of VanEck IG Floating Rate ETF worth $385K as of Q2 2026.
Betterment LLC bought 159 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $4.06K.
VanEck IG Floating Rate ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #536 holding.
Betterment LLC first reported a position in VanEck IG Floating Rate ETF in Q2 2024 and has held it in 9 quarters since.
Betterment LLC's VanEck IG Floating Rate ETF position peaked at $856K in Q4 2025.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

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