Holistic Planning, LLC - VANECK VECTORS ETF TR ownership

VANECK VECTORS ETF TR's ticker is MOAT and the CUSIP is 92189F643. A total of 629 filers reported holding VANECK VECTORS ETF TR in Q2 2024. The put-call ratio across all filers is 0.18 and the average weighting 1.2%.

Quarter-by-quarter ownership
Holistic Planning, LLC ownership history of VANECK VECTORS ETF TR
ValueSharesWeighting
Q2 2024$2,048,5400.0%22,7870.0%1.57%
+0.6%
Q1 2024$2,048,540
+2.1%
22,787
-3.6%
1.56%
-7.4%
Q4 2023$2,006,11723,6381.69%
Other shareholders
VANECK VECTORS ETF TR shareholders Q2 2024
NameSharesValueWeighting ↓
TTP Investments, Inc. 493,949$29,632,00035.59%
AFFINIA FINANCIAL GROUP, LLC 409,632$24,328,00027.46%
Verde Capital Management 574,640$34,473,00016.76%
Planned Solutions, Inc. 303,644$18,216,00015.22%
Beaumont Asset Management, L.L.C. 306,362$18,378,00014.57%
FINANCIAL MANAGEMENT NETWORK INC 342,434$21,953,00010.84%
CEERA INVESTMENTS, LLC 269,441$16,164,00010.73%
Kelman-Lazarov, Inc. 516,446$30,982,00010.54%
Boyce & Associates Wealth Consulting, Inc. 81,363$4,881,00010.05%
Darrow Company, Inc. 156,981$9,417,0009.87%
View complete list of VANECK VECTORS ETF TR shareholders