Coordinated Financial Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Coordinated Financial Services’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	$813K	Buy	23,102 +984	+4%	+$36K	0.47%	63
2025 Q4	$801K	Sell	22,118 -200	-0.9%	-$7.22K	0.46%	67
2025 Q3	$805K	Sell	22,318 -50	-0.2%	-$1.8K	0.52%	60
2025 Q2	$778K	Buy	22,368 +5,369	+32%	+$175K	0.54%	58
2025 Q1	$557K	Buy	16,999 +448	+3%	+$15.6K	0.43%	71
2024 Q4	$571K	Buy	+16,551	New	+$591K	0.45%	63
2024 Q2	$505K	Buy	15,814 +843	+6%	+$27.2K	0.43%	66
2024 Q1	$511K	Buy	+14,971	New	+$477K	0.45%	64

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

Coordinated Financial Services's SMOT Position: Q1 2026 in Review

Coordinated Financial Services increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 4.4% in Q1 2026, buying an estimated $36K and bringing the position to 23,102 shares worth $813K. The position accounts for 0.47% of the portfolio, ranked #63.

Coordinated Financial Services first reported a position in SMOT in Q1 2024 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Coordinated Financial Services held 23,102 shares of VanEck Morningstar SMID Moat ETF worth $813K as of Q1 2026.
Coordinated Financial Services bought 984 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $36K.
VanEck Morningstar SMID Moat ETF made up 0.47% of Coordinated Financial Services's portfolio in Q1 2026, its #63 holding.
Coordinated Financial Services first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 8 quarters since.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.