Vantus Wealth’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Vantus Wealth’s Portfolio BDVL Stock Details BDVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$469K	Buy	+18,890	New	+$473K	0.35%	87

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Vantus Wealth's BDVL Position: Q4 2025 in Review

Vantus Wealth opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q4 2025: 18,890 shares worth $469K. The stake represents 0.35% of the portfolio and ranks #87 among its holdings.

80 funds tracked by Wall St. Rank hold BDVL as of Q4 2025.

Vantus Wealth held 18,890 shares of iShares Disciplined Volatility Equity Active ETF worth $469K as of Q4 2025.
iShares Disciplined Volatility Equity Active ETF was a new Vantus Wealth position in Q4 2025.
iShares Disciplined Volatility Equity Active ETF made up 0.35% of Vantus Wealth's portfolio in Q4 2025, its #87 holding.
80 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q4 2025.

Based on Vantus Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.