Vertex Planning Partners’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History
Bought
Maintained
Sold
Other funds holding BDVL
PAS
WA
Vertex Planning Partners's BDVL Position: Q2 2026 in Review
Vertex Planning Partners increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 2.4% in Q2 2026, buying an estimated $9.38K and bringing the position to 15,448 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #106.
Vertex Planning Partners first reported a position in BDVL in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.
- Vertex Planning Partners held 15,448 shares of iShares Disciplined Volatility Equity Active ETF worth $401K as of Q2 2026.
- Vertex Planning Partners bought 363 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $9.38K.
- iShares Disciplined Volatility Equity Active ETF made up 0.06% of Vertex Planning Partners's portfolio in Q2 2026, its #106 holding.
- Vertex Planning Partners first reported a position in iShares Disciplined Volatility Equity Active ETF in Q1 2026 and has held it in 2 quarters since.
- 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.
Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.