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

Brown Financial 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 Q1	$1.71M	Buy	48,460 +62	+0.1%	+$2.27K	0.65%	46
2025 Q4	$1.75M	Buy	48,398 +613	+1%	+$22.1K	0.64%	53
2025 Q3	$1.72M	Sell	47,785 -25,484	-35%	-$916K	0.64%	57
2025 Q2	$2.55M	Sell	73,269 -1,310	-2%	-$42.7K	1%	31
2025 Q1	$2.45M	Buy	74,579 +2,978	+4%	+$104K	1.01%	34
2024 Q4	$2.47M	Sell	71,601 -23,549	-25%	-$841K	0.99%	29
2024 Q3	$3.33M	Buy	95,150 +5,226	+6%	+$173K	1.37%	22
2024 Q2	$2.87M	Buy	+89,924	New	+$2.9M	1.28%	21

Other funds holding SMOT

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

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

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

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

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Brown Financial Advisors's SMOT Position: Q1 2026 in Review

Brown Financial Advisors increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.13% in Q1 2026, buying an estimated $2.27K and bringing the position to 48,460 shares worth $1.71M. The position accounts for 0.65% of the portfolio, ranked #46.

Brown Financial Advisors first reported a position in SMOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.33M in Q3 2024. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Brown Financial Advisors held 48,460 shares of VanEck Morningstar SMID Moat ETF worth $1.71M as of Q1 2026.
Brown Financial Advisors bought 62 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $2.27K.
VanEck Morningstar SMID Moat ETF made up 0.65% of Brown Financial Advisors's portfolio in Q1 2026, its #46 holding.
Brown Financial Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's VanEck Morningstar SMID Moat ETF position peaked at $3.33M in Q3 2024.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.