CLOB β€” VANECK ETF TRUST

Ownership history in Castleview Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

Castleview Partners, LLC reported VANECK ETF TRUST (CLOB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.35% in 2025 Q1. The latest visible filing shows CLOB at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLOB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Castleview Partners, LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CLOB was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Castleview Partners, LLC held CLOB β€” position size vs. price
% of Fund (quarterly)    CLOB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,831 -11,533 -27.9% 0.75% $1.5M 2026-02-14 (Est.) $50.45
2025 Q3 ADDED 41,364 +5,355 +14.9% 1.15% $2.1M 2025-10-10 $49.37
2025 Q2 REDUCED 36,009 -3,257 -8.3% 1.18% $1.8M 2025-07-16 $48.51
2025 Q1 ADDED 39,266 +20,011 +103.9% 1.35% $2.0M 2025-04-22 $46.52
2024 Q4 INITIATED 19,255 β€” β€” 0.56% $966K 2025-01-21 $47.18

FAQ About Castleview Partners, LLC and CLOB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Castleview Partners, LLC reported owning CLOB?

Castleview Partners, LLC reported CLOB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CLOB position in Castleview Partners, LLC's portfolio?

The largest reported portfolio weight for CLOB was 1.35% in 2025 Q1.

What is the latest reported CLOB position on this page?

The most recent filing on this page is 2025 Q4, when Castleview Partners, LLC reported 29,831 shares, equal to 0.75% of portfolio, with an estimated market value of $1.5M.

What does the chart on this CLOB ownership page compare?

The chart compares Castleview Partners, LLC's quarterly CLOB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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