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Brand Asset Management Group’s VanEck Short Muni ETF SMB Stock Holding History

Brand Asset Management 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
2025
Q4 		– Sell
-12,318
Closed -$215K – 185
2025
Q3 		$215K Buy
+12,318
New +$214K 0.06% 157
2025
Q2 		– Sell
-11,658
Closed -$200K – 93
2025
Q1 		$200K Sell
11,658
-1,122
-9% -$19.3K 0.08% 88
2024
Q4 		$218K Buy
12,780
+470
+4% +$8.07K 0.09% 85
2024
Q3 		$213K Buy
12,310
+1,859
+18% +$31.9K 0.08% 86
2024
Q2 		$178K Buy
+10,451
New +$177K 0.08% 80
2021
Q2 		– Sell
-3,471
Closed -$63K – 223
2021
Q1 		$63K Buy
3,471
+400
+13% +$7.23K 0.03% 127
2020
Q4 		$56K Buy
3,071
+929
+43% +$16.8K 0.03% 116
2020
Q3 		$39K Buy
2,142
+97
+5% +$1.75K 0.02% 135
2020
Q2 		$37K Buy
2,045
+95
+5% +$1.69K 0.02% 134
2020
Q1 		$34K Sell
1,950
-3,594
-65% -$63.5K 0.03% 133
2019
Q4 		$99K Buy
5,544
+158
+3% +$2.81K 0.06% 100
2019
Q3 		$95K Buy
5,386
+2,044
+61% +$36.3K 0.06% 98
2019
Q2 		$59K Buy
3,342
+956
+40% +$16.8K 0.04% 121
2019
Q1 		$42K Buy
+2,386
New +$41.6K 0.03% 137
2018
Q3 		– Sell
-287
Closed -$5K – 283
2018
Q2 		$5K Buy
+287
New +$4.93K ﹤0.01% 223

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Brand Asset Management Group's SMB Position: Q4 2025 in Review

Brand Asset Management Group sold out of VanEck Short Muni ETF (SMB) in Q4 2025, closing a stake of 12,318 shares — an estimated $215K sold.

Brand Asset Management Group first reported a position in SMB in Q2 2018 and held it in 15 quarters. The position peaked at $218K in Q4 2024. 100 funds tracked by Wall St. Rank hold SMB as of Q4 2025.

  • Brand Asset Management Group reported no remaining VanEck Short Muni ETF position as of Q4 2025 after selling out during the quarter.
  • Brand Asset Management Group sold 12,318 VanEck Short Muni ETF shares in Q4 2025, an estimated $215K.
  • Brand Asset Management Group first reported a position in VanEck Short Muni ETF in Q2 2018 and held it in 15 quarters.
  • Brand Asset Management Group's VanEck Short Muni ETF position peaked at $218K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2025.

Based on Brand Asset Management Group's 13F filing for Q4 2025, filed 11 Feb 2026.