Cerity Partners’s VanEck Short Muni ETF SMB Stock Holding History

Cerity Partners’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	$4.16M	Buy	239,576 +6,661	+3%	+$115K	0.01%	1197
2026 Q1	$4.03M	Sell	232,915 -5,188	-2%	-$90.3K	0.01%	1122
2025 Q4	$4.15M	Buy	238,103 +10,468	+5%	+$182K	0.01%	1009
2025 Q3	$3.97M	Sell	227,635 -1,247	-0.5%	-$21.6K	0.01%	967
2025 Q2	$3.95M	Buy	228,882 +31,840	+16%	+$544K	0.01%	916
2025 Q1	$3.38M	Buy	197,042 +4,390	+2%	+$75.3K	0.01%	894
2024 Q4	$3.29M	Buy	192,652 +7,242	+4%	+$124K	0.01%	885
2024 Q3	$3.21M	Buy	185,410 +35,785	+24%	+$614K	0.01%	883
2024 Q2	$2.54M	Buy	149,625 +58,653	+64%	+$995K	0.01%	819
2024 Q1	$1.55M	Sell	90,972 -341,781	-79%	-$5.83M	﹤0.01%	1086
2023 Q4	$7.4M	Buy	432,753 +379,382	+711%	+$6.4M	0.02%	434
2023 Q3	$891K	Sell	53,371 -3,505	-6%	-$58.8K	﹤0.01%	786
2023 Q2	$958K	Buy	+56,876	New	+$959K	﹤0.01%	939

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

Cerity Partners's SMB Position: Q2 2026 in Review

Cerity Partners increased its VanEck Short Muni ETF (SMB) stake by 2.9% in Q2 2026, buying an estimated $115K and bringing the position to 239,576 shares worth $4.16M. The position accounts for 0.01% of the portfolio, ranked #1197.

Cerity Partners first reported a position in SMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.4M in Q4 2023. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Cerity Partners held 239,576 shares of VanEck Short Muni ETF worth $4.16M as of Q2 2026.
Cerity Partners bought 6,661 VanEck Short Muni ETF shares in Q2 2026, an estimated $115K.
VanEck Short Muni ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1197 holding.
Cerity Partners first reported a position in VanEck Short Muni ETF in Q2 2023 and has held it in 13 quarters since.
Cerity Partners's VanEck Short Muni ETF position peaked at $7.4M in Q4 2023.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.