BBH — VANECK ETF TRUST

Ownership history in Plan A Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in VANECK ETF TRUST (BBH). 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
2.17% (2025 Q3)
Avg. % of fund
1.19%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,320 -12,780 -84.6% 0.21% $439K $189.26
2025 Q3 INITIATED 15,100 — — 2.17% $2.4M $164.85
% of Fund (quarterly)    BBH price (monthly, adj. close)

Other funds also holding BBH

As of 2025 Q4 — sorted by position size

Paragon Private Wealth Management, LLC 3Y 0.85% Miller Investment Management, LP 3Y 7Y 0.72% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.37% Navis Wealth Advisors, LLC 3Y 0.32% Conservest Capital Advisors, Inc. 3Y 7Y 0.28% Aspen Grove Capital, LLC 3Y 0.24% Hummer Financial Advisory Services Inc 3Y 0.18% ALTFEST L J & CO INC 3Y 7Y 0.18% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.15% Institute for Wealth Management, LLC. 3Y 7Y 0.15%
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