Betterment LLC
MOAT icon

Betterment LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Betterment LLC’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.56M Buy
53,446
+2,023
+4% +$205K 0.01% 169
2026
Q1 		$4.97M Buy
51,423
+3,432
+7% +$356K 0.01% 174
2025
Q4 		$4.97M Buy
47,991
+8,037
+20% +$821K 0.01% 163
2025
Q3 		$3.96M Sell
39,954
-2,251
-5% -$220K 0.01% 170
2025
Q2 		$3.96M Sell
42,205
-35,877
-46% -$3.15M 0.01% 169
2025
Q1 		$6.87M Buy
78,082
+2,460
+3% +$226K 0.02% 130
2024
Q4 		$7.01M Buy
75,622
+2,348
+3% +$226K 0.02% 126
2024
Q3 		$7.1M Buy
73,274
+18,063
+33% +$1.65M 0.02% 121
2024
Q2 		$4.78M Buy
55,211
+45,644
+477% +$3.97M 0.01% 121
2024
Q1 		$860K Buy
9,567
+3,539
+59% +$304K ﹤0.01% 216
2023
Q4 		$512K Buy
6,028
+1,400
+30% +$109K ﹤0.01% 229
2023
Q3 		$351K Buy
+4,628
New +$369K ﹤0.01% 249
2022
Q2 		– Sell
-12,828
Closed -$958K – 234
2022
Q1 		$958K Sell
12,828
-86,487
-87% -$6.37M ﹤0.01% 143
2021
Q4 		$7.56M Buy
99,315
+13,617
+16% +$1.03M 0.02% 71
2021
Q3 		$6.28M Buy
85,698
+37,609
+78% +$2.83M 0.02% 71
2021
Q2 		$3.56M Buy
+48,089
New +$3.5M 0.01% 81

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Betterment LLC's MOAT Position: Q2 2026 in Review

Betterment LLC increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.9% in Q2 2026, buying an estimated $205K and bringing the position to 53,446 shares worth $5.56M. The position accounts for 0.01% of the portfolio, ranked #169.

Betterment LLC first reported a position in MOAT in Q2 2021 and has held it in 16 quarters since. The position peaked at $7.56M in Q4 2021. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Betterment LLC held 53,446 shares of VanEck Morningstar Wide Moat ETF worth $5.56M as of Q2 2026.
  • Betterment LLC bought 2,023 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $205K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #169 holding.
  • Betterment LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 16 quarters since.
  • Betterment LLC's VanEck Morningstar Wide Moat ETF position peaked at $7.56M in Q4 2021.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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