Heritage Wealth Management »

Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $665k 26k 25.51
2023-12-31 $616k 25k 25.15

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Kla Corp Com New (KLAC)

View all positions for Heritage Wealth Management

Top funds holding Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund

Pinnacle Wealth Planning Services
Wells Fargo & Company
Edmonds Duncan Registered Investment Advisors
Wealthfront Advisers
Capital Advantage
KFA Private Wealth Group
Virtue Capital Management
Insight Wealth Strategies
Bank of America Corporation
Concord Wealth Partners
Systelligence
Advisor OS
Bensler
Demars Financial Group
WealthPlan Investment Management

View all funds holding Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund