Diversified Portfolios Inc’s VanEck Short Muni ETF SMB Stock Holding History

Diversified Portfolios Inc’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 Q1	$441K	Sell	25,476 -2,480	-9%	-$43.2K	0.04%	135
2025 Q4	$487K	Hold	27,956	–	–	0.04%	133
2025 Q3	$487K	Sell	27,956 -158	-0.6%	-$2.74K	0.04%	124
2025 Q2	$485K	Sell	28,114 -64,919	-70%	-$1.11M	0.05%	119
2025 Q1	$1.59M	Hold	93,033	–	–	0.17%	67
2024 Q4	$1.59M	Hold	93,033	–	–	0.17%	66
2024 Q3	$1.61M	Hold	93,033	–	–	0.18%	64
2024 Q2	$1.58M	Buy	+93,033	New	+$1.58M	0.21%	62

Other funds holding SMB

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diversified Portfolios Inc's SMB Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its VanEck Short Muni ETF (SMB) stake by 8.9% in Q1 2026, selling an estimated $43.2K and leaving 25,476 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #135.

Diversified Portfolios Inc first reported a position in SMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2024. 102 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

Diversified Portfolios Inc held 25,476 shares of VanEck Short Muni ETF worth $441K as of Q1 2026.
Diversified Portfolios Inc sold 2,480 VanEck Short Muni ETF shares in Q1 2026, an estimated $43.2K.
VanEck Short Muni ETF made up 0.04% of Diversified Portfolios Inc's portfolio in Q1 2026, its #135 holding.
Diversified Portfolios Inc first reported a position in VanEck Short Muni ETF in Q2 2024 and has held it in 8 quarters since.
Diversified Portfolios Inc's VanEck Short Muni ETF position peaked at $1.61M in Q3 2024.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.