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DOHJ LLC’s VanEck Short Muni ETF SMB Stock Holding History

DOHJ LLC’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
2025
Q3 		– Sell
-389,766
Closed -$6.6M – 113
2025
Q2 		$6.6M Buy
389,766
+25,462
+7% +$435K 1.92% 10
2025
Q1 		$6.24M Sell
364,304
-2,885
-0.8% -$49.5K 1.43% 16
2024
Q4 		$6.28M Buy
367,189
+14,514
+4% +$249K 1.45% 18
2024
Q3 		$6.09M Buy
352,675
+18,929
+6% +$325K 1.42% 15
2024
Q2 		$5.67M Sell
333,746
-24,627
-7% -$418K 1.42% 18
2024
Q1 		$6.1M Buy
358,373
+109,541
+44% +$1.87M 1.62% 15
2023
Q4 		$4.25M Buy
+248,832
New +$4.2M 1.26% 19
2022
Q4 		– Sell
-27,965
Closed -$465K – 88
2022
Q3 		$465K Buy
+27,965
New +$474K 0.31% 57
2021
Q2 		– Sell
-10,494
Closed -$189K – 106
2021
Q1 		$189K Buy
+10,494
New +$190K 0.11% 95
2020
Q3 		– Sell
-10,118
Closed -$183K – 81
2020
Q2 		$183K Buy
10,118
+53
+0.5% +$941 0.13% 73
2020
Q1 		$175K Sell
10,065
-573
-5% -$10.1K 0.17% 57
2019
Q4 		$189K Buy
+10,638
New +$189K 0.17% 65

Other funds holding SMB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

DOHJ LLC's SMB Position: Q3 2025 in Review

DOHJ LLC sold out of VanEck Short Muni ETF (SMB) in Q3 2025, closing a stake of 389,766 shares — an estimated $6.6M sold.

DOHJ LLC first reported a position in SMB in Q4 2019 and held it in 12 quarters. The position peaked at $6.6M in Q2 2025. 92 funds tracked by Wall St. Rank hold SMB as of Q3 2025.

  • DOHJ LLC reported no remaining VanEck Short Muni ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 389,766 VanEck Short Muni ETF shares in Q3 2025, an estimated $6.6M.
  • DOHJ LLC first reported a position in VanEck Short Muni ETF in Q4 2019 and held it in 12 quarters.
  • DOHJ LLC's VanEck Short Muni ETF position peaked at $6.6M in Q2 2025.
  • 92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.