Capital Analysts LLC’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Capital Analysts LLC’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 Q2	$377K	Sell	9,695 -1	-0%	-$38	0.01%	551
2026 Q1	$341K	Sell	9,696 -1	-0%	-$37	0.01%	532
2025 Q4	$351K	Buy	9,697 +84	+0.9%	+$3.03K	0.01%	496
2025 Q3	$347K	Sell	9,613 -1	-0%	-$36	0.01%	482
2025 Q2	$335K	Sell	9,614 -3	-0%	-$98	0.01%	446
2025 Q1	$315K	Hold	9,617	–	–	0.01%	445
2024 Q4	$331K	Buy	9,617 +1,800	+23%	+$64.3K	0.01%	395
2024 Q3	$274K	Hold	7,817	–	–	0.01%	419
2024 Q2	$250K	Buy	7,817 +48	+0.6%	+$1.55K	0.01%	426
2024 Q1	$265K	Sell	7,769 -1,531	-16%	-$48.8K	0.01%	394
2023 Q4	$293K	Buy	9,300 +4,271	+85%	+$122K	0.01%	371
2023 Q3	$143K	Buy	+5,029	New	+$150K	0.01%	435

Other funds holding SMOT

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

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

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Capital Analysts LLC's SMOT Position: Q2 2026 in Review

Capital Analysts LLC reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.01% in Q2 2026, selling an estimated $38 and leaving 9,695 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #551.

Capital Analysts LLC first reported a position in SMOT in Q3 2023 and has held it in 12 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Capital Analysts LLC held 9,695 shares of VanEck Morningstar SMID Moat ETF worth $377K as of Q2 2026.
Capital Analysts LLC sold 1 VanEck Morningstar SMID Moat ETF share in Q2 2026, an estimated $38.
VanEck Morningstar SMID Moat ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #551 holding.
Capital Analysts LLC first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 12 quarters since.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.