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West Oak Capital’s VanEck BDC Income ETF BIZD Stock Holding History

West Oak Capital’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,450
Closed -$236 – 277
2025
Q2 		$236 Hold
1,450
– – 0.01% 203
2025
Q1 		$243 Hold
1,450
– – 0.01% 206
2024
Q4 		$241K Hold
1,450
– – 0.01% 205
2024
Q3 		$240 Hold
1,450
– – ﹤0.01% 207
2024
Q2 		$24.8K Hold
1,450
– – 0.01% 208
2024
Q1 		$25K Hold
1,450
– – 0.01% 198
2023
Q4 		$24K Hold
1,450
– – 0.01% 201
2023
Q3 		$23K Hold
1,450
– – 0.01% 198
2023
Q2 		$22.3K Hold
1,450
– – 0.01% 200
2023
Q1 		$21.5K Buy
+1,450
New +$21.8K 0.01% 197
2022
Q4 		– Sell
-1,450
Closed -$20K – 288
2022
Q3 		$20K Hold
1,450
– – 0.01% 199
2022
Q2 		$22K Hold
1,450
– – 0.01% 200
2022
Q1 		$26K Hold
1,450
– – 0.01% 207
2021
Q4 		$25K Sell
1,450
-500
-26% -$8.67K 0.01% 218
2021
Q3 		$33K Hold
1,950
– – 0.01% 210
2021
Q2 		$33K Sell
1,950
-500
-20% -$8.45K 0.01% 209
2021
Q1 		$40K Hold
2,450
– – 0.02% 190
2020
Q4 		$34K Hold
2,450
– – 0.02% 198
2020
Q3 		$30K Hold
2,450
– – 0.02% 180
2020
Q2 		$30K Buy
2,450
+1,000
+69% +$11.1K 0.02% 188
2020
Q1 		$14K Sell
1,450
-3,700
-72% -$55.5K 0.01% 208
2019
Q4 		$86K Sell
5,150
-500
-9% -$8.3K 0.05% 150
2019
Q3 		$95K Buy
5,650
+1,000
+22% +$16.5K 0.06% 146
2019
Q2 		$77K Buy
4,650
+2,650
+133% +$43.4K 0.05% 158
2019
Q1 		$33K Buy
2,000
+1,000
+100% +$16K 0.02% 190
2018
Q4 		$14K Hold
1,000
– – 0.01% 226
2018
Q3 		$17.1K Buy
+1,000
New +$17.1K 0.01% 238

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

West Oak Capital's BIZD Position: Q3 2025 in Review

West Oak Capital sold out of VanEck BDC Income ETF (BIZD) in Q3 2025, closing a stake of 1,450 shares — an estimated $236 sold.

West Oak Capital first reported a position in BIZD in Q3 2018 and held it in 27 quarters. The position peaked at $241K in Q4 2024. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

  • West Oak Capital reported no remaining VanEck BDC Income ETF position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 1,450 VanEck BDC Income ETF shares in Q3 2025, an estimated $236.
  • West Oak Capital first reported a position in VanEck BDC Income ETF in Q3 2018 and held it in 27 quarters.
  • West Oak Capital's VanEck BDC Income ETF position peaked at $241K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.