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 Q3	$188K	Buy	11,103 +55	+0.5%	+$945	0.01%	477
2026 Q2	$192K	Hold	11,048	–	–	0.01%	469
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 $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Berger Financial Group's SMB Position: Q3 2026 in Review

Berger Financial Group increased its VanEck Short Muni ETF (SMB) stake by 0.5% in Q3 2026, buying an estimated $945 and bringing the position to 11,103 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #477.

Berger Financial Group first reported a position in SMB in Q1 2024 and has held it in 11 quarters since. The position peaked at $192K in Q3 2025. 63 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

Berger Financial Group held 11,103 shares of VanEck Short Muni ETF worth $188K as of Q3 2026.
Berger Financial Group bought 55 VanEck Short Muni ETF shares in Q3 2026, an estimated $945.
VanEck Short Muni ETF made up 0.01% of Berger Financial Group's portfolio in Q3 2026, its #477 holding.
Berger Financial Group first reported a position in VanEck Short Muni ETF in Q1 2024 and has held it in 11 quarters since.
Berger Financial Group's VanEck Short Muni ETF position peaked at $192K in Q3 2025.
63 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.