CLOB — VANECK ETF TRUST

Ownership history in Darwin Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Darwin Wealth Management, LLC reported a position in VANECK ETF TRUST (CLOB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.53% (2025 Q3)
Avg. % of fund
2.34%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 159,453 +3,119 +2.0% 2.51% $8.1M $50.19
2025 Q3 ADDED 156,334 +39,752 +34.1% 2.53% $8.0M $49.40
2025 Q2 INITIATED 116,582 — — 1.98% $5.9M $48.38
% of Fund (quarterly)    CLOB price (monthly, adj. close)

Other funds also holding CLOB

As of 2025 Q4 — sorted by position size

Independence Asset Advisors, LLC 25.01% Castleview Partners, LLC 3Y 7Y 0.75% L & S Advisors Inc 3Y 7Y 0.66% Ferguson Shapiro LLC 3Y 0.12% Diversified Portfolios, Inc. 3Y 7Y 0.07% Balefire, LLC 3Y 7Y 0.06% SYON CAPITAL LLC 0.04% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.03% Elequin Capital, LP 3Y 0.03% Summit Financial, LLC 3Y 7Y 0.01%
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