Berger Financial Group’s VanEck Short Muni ETF SMB Stock Holding History

Berger Financial Group’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$191K	Hold	11,048	–	–	0.01%	459
2025 Q4	$192K	Hold	11,048	–	–	0.01%	460
2025 Q3	$192K	Hold	11,048	–	–	0.01%	435
2025 Q2	$191K	Hold	11,048	–	–	0.01%	413
2025 Q1	$189K	Hold	11,048	–	–	0.01%	410
2024 Q4	$189K	Hold	11,048	–	–	0.01%	406
2024 Q3	$191K	Hold	11,048	–	–	0.01%	385
2024 Q2	$188K	Hold	11,048	–	–	0.02%	358
2024 Q1	$188K	Buy	+11,048	New	+$188K	0.02%	355

Other funds holding SMB

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berger Financial Group's SMB Position: Q1 2026 in Review

Berger Financial Group held its VanEck Short Muni ETF (SMB) position steady in Q1 2026 at 11,048 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #459.

Berger Financial Group first reported a position in SMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $192K in Q3 2025. 102 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

Berger Financial Group held 11,048 shares of VanEck Short Muni ETF worth $191K as of Q1 2026.
Berger Financial Group left its VanEck Short Muni ETF share count unchanged in Q1 2026.
VanEck Short Muni ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #459 holding.
Berger Financial Group first reported a position in VanEck Short Muni ETF in Q1 2024 and has held it in 9 quarters since.
Berger Financial Group's VanEck Short Muni ETF position peaked at $192K in Q3 2025.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.