Boston Family Office’s VanEck Short Muni ETF SMB Stock Holding History

Boston Family Office’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 Q2	$241K	Hold	13,896	–	–	0.01%	295
2026 Q1	$240K	Hold	13,896	–	–	0.02%	293
2025 Q4	$242K	Hold	13,896	–	–	0.02%	288
2025 Q3	$242K	Hold	13,896	–	–	0.02%	273
2025 Q2	$240K	Hold	13,896	–	–	0.02%	264
2025 Q1	$238K	Hold	13,896	–	–	0.02%	260
2024 Q4	$237K	Hold	13,896	–	–	0.02%	254
2024 Q3	$240K	Hold	13,896	–	–	0.02%	253
2024 Q2	$236K	Hold	13,896	–	–	0.02%	240
2024 Q1	$237K	Sell	13,896 -1,171	-8%	-$20K	0.02%	239
2023 Q4	$257K	Hold	15,067	–	–	0.02%	230
2023 Q3	$251K	Buy	15,067 +4,469	+42%	+$75K	0.02%	226
2023 Q2	$178K	Hold	10,598	–	–	0.01%	254
2023 Q1	$180K	Hold	10,598	–	–	0.01%	257
2022 Q4	$179K	Buy	+10,598	New	+$177K	0.01%	265

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Family Office's SMB Position: Q2 2026 in Review

Boston Family Office held its VanEck Short Muni ETF (SMB) position steady in Q2 2026 at 13,896 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #295.

Boston Family Office first reported a position in SMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $257K in Q4 2023. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Boston Family Office held 13,896 shares of VanEck Short Muni ETF worth $241K as of Q2 2026.
Boston Family Office left its VanEck Short Muni ETF share count unchanged in Q2 2026.
VanEck Short Muni ETF made up 0.01% of Boston Family Office's portfolio in Q2 2026, its #295 holding.
Boston Family Office first reported a position in VanEck Short Muni ETF in Q4 2022 and has held it in 15 quarters since.
Boston Family Office's VanEck Short Muni ETF position peaked at $257K in Q4 2023.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.