Ancora Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Ancora Advisors’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103K	Sell	2,645 -1,702	-39%	-$63.8K	﹤0.01%	894
2026 Q1	$153K	Sell	4,347 -8,711	-67%	-$318K	﹤0.01%	785
2025 Q4	$473K	Hold	13,058	–	–	0.01%	562
2025 Q3	$471K	Hold	13,058	–	–	0.01%	567
2025 Q2	$454K	Buy	13,058 +1,318	+11%	+$43K	0.01%	555
2025 Q1	$385K	Buy	11,740 +1,154	+11%	+$40.3K	0.01%	572
2024 Q4	$365K	Sell	10,586 -648	-6%	-$23.1K	0.01%	581
2024 Q3	$394K	Buy	11,234 +2,989	+36%	+$99K	0.01%	554
2024 Q2	$264K	Sell	8,245 -5,278	-39%	-$170K	0.01%	610
2024 Q1	$461K	Hold	13,523	–	–	0.01%	519
2023 Q4	$426K	Buy	13,523 +5,383	+66%	+$154K	0.01%	532
2023 Q3	$231K	Hold	8,140	–	–	0.01%	632
2023 Q2	$244K	Hold	8,140	–	–	0.01%	607
2023 Q1	$232K	Buy	+8,140	New	+$235K	0.01%	618

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Ancora Advisors's SMOT Position: Q2 2026 in Review

Ancora Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 39% in Q2 2026, selling an estimated $63.8K and leaving 2,645 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Ancora Advisors first reported a position in SMOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $473K in Q4 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Ancora Advisors held 2,645 shares of VanEck Morningstar SMID Moat ETF worth $103K as of Q2 2026.
Ancora Advisors sold 1,702 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $63.8K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #894 holding.
Ancora Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and has held it in 14 quarters since.
Ancora Advisors's VanEck Morningstar SMID Moat ETF position peaked at $473K in Q4 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.