Betterment LLC
HODL icon

Betterment LLC’s VanEck Bitcoin Trust HODL Stock Holding History

Betterment LLC’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Buy
17,535
+92
+0.5% +$1.87K ﹤0.01% 586
2026
Q1 		$334K Buy
17,443
+812
+5% +$17.5K ﹤0.01% 513
2025
Q4 		$411K Buy
16,631
+352
+2% +$9.96K ﹤0.01% 445
2025
Q3 		$527K Sell
16,279
-113
-0.7% -$3.66K ﹤0.01% 377
2025
Q2 		$499K Buy
16,392
+36
+0.2% +$1K ﹤0.01% 357
2025
Q1 		$381K Buy
16,356
+56
+0.3% +$1.48K ﹤0.01% 368
2024
Q4 		$431K Buy
16,300
+44
+0.3% +$1.03K ﹤0.01% 345
2024
Q3 		$292K Buy
16,256
+116
+0.7% +$2K ﹤0.01% 374
2024
Q2 		$274K Hold
16,140
– – ﹤0.01% 355
2024
Q1 		$324K Buy
+16,140
New +$250K ﹤0.01% 302

Other funds holding HODL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Betterment LLC's HODL Position: Q2 2026 in Review

Betterment LLC increased its VanEck Bitcoin Trust (HODL) stake by 0.53% in Q2 2026, buying an estimated $1.87K and bringing the position to 17,535 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Betterment LLC first reported a position in HODL in Q1 2024 and has held it in 10 quarters since. The position peaked at $527K in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Betterment LLC held 17,535 shares of VanEck Bitcoin Trust worth $291K as of Q2 2026.
  • Betterment LLC bought 92 VanEck Bitcoin Trust shares in Q2 2026, an estimated $1.87K.
  • VanEck Bitcoin Trust made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #586 holding.
  • Betterment LLC first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Betterment LLC's VanEck Bitcoin Trust position peaked at $527K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

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