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 Q2	$389K	Sell	22,429 -3,047	-12%	-$52.7K	0.03%	155
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 $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

Diversified Portfolios Inc's SMB Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its VanEck Short Muni ETF (SMB) stake by 12% in Q2 2026, selling an estimated $52.7K and leaving 22,429 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #155.

Diversified Portfolios Inc first reported a position in SMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q3 2024. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Diversified Portfolios Inc held 22,429 shares of VanEck Short Muni ETF worth $389K as of Q2 2026.
Diversified Portfolios Inc sold 3,047 VanEck Short Muni ETF shares in Q2 2026, an estimated $52.7K.
VanEck Short Muni ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q2 2026, its #155 holding.
Diversified Portfolios Inc first reported a position in VanEck Short Muni ETF in Q2 2024 and has held it in 9 quarters since.
Diversified Portfolios Inc's VanEck Short Muni ETF position peaked at $1.61M in Q3 2024.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.