WEALTHCARE CAPITAL MANAGEMENT LLC BIZD β€” VANECK ETF TRUST

Ownership history in WEALTHCARE CAPITAL MANAGEMENT LLC  Β·  3 quarters on record

AI Ownership Summary

WEALTHCARE CAPITAL MANAGEMENT LLC reported VANECK ETF TRUST (BIZD) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows BIZD at 0.01% 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 BIZD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTHCARE CAPITAL MANAGEMENT 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
2026 Q2

BIZD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 WEALTHCARE CAPITAL MANAGEMENT LLC held BIZD β€” position size vs. price
% of Fund (quarterly)    BIZD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 11,083 β€” 0% 0.01% $140K 2026-07-09 $12.28
2026 Q1 ADDED β€” β€” β€” 11,083 +72 +0.7% 0.01% $142K 2026-04-15 $12.92
2025 Q4 INITIATED β€” β€” β€” 11,011 β€” β€” 0.02% $156K 2026-01-20 $13.53

FAQ About WEALTHCARE CAPITAL MANAGEMENT LLC and BIZD

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

How long has WEALTHCARE CAPITAL MANAGEMENT LLC reported owning BIZD?

WEALTHCARE CAPITAL MANAGEMENT LLC reported BIZD across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported BIZD position in WEALTHCARE CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for BIZD was 0.02% in 2025 Q4.

What is the latest reported BIZD position on this page?

The most recent filing on this page is 2026 Q2, when WEALTHCARE CAPITAL MANAGEMENT LLC reported 11,083 shares, equal to 0.01% of portfolio, with an estimated market value of $140K.

What does the chart on this BIZD ownership page compare?

The chart compares WEALTHCARE CAPITAL MANAGEMENT LLC's quarterly BIZD 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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