EP Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

EP Wealth Advisors’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 Q2	$787K	Sell	20,242 -1,973	-9%	-$74K	﹤0.01%	834
2026 Q1	$782K	Sell	22,215 -5,050	-19%	-$185K	﹤0.01%	721
2025 Q4	$987K	Buy	+27,265	New	+$985K	0.01%	629
2025 Q2	$1.02M	Sell	29,375 -33,575	-53%	-$1.09M	0.01%	562
2025 Q1	$2.06M	Hold	62,950	–	–	0.02%	364
2024 Q4	$2.17M	Sell	62,950 -2,400	-4%	-$85.7K	0.02%	342
2024 Q3	$2.29M	Sell	65,350 -2,000	-3%	-$66.3K	0.02%	335
2024 Q2	$2.15M	Sell	67,350 -4,395	-6%	-$142K	0.02%	264
2024 Q1	$2.45M	Buy	71,745 +20,890	+41%	+$666K	0.03%	236
2023 Q4	$1.6M	Buy	+50,855	New	+$1.45M	0.02%	292

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

EP Wealth Advisors's SMOT Position: Q2 2026 in Review

EP Wealth Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 8.9% in Q2 2026, selling an estimated $74K and leaving 20,242 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

EP Wealth Advisors first reported a position in SMOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.45M in Q1 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

EP Wealth Advisors held 20,242 shares of VanEck Morningstar SMID Moat ETF worth $787K as of Q2 2026.
EP Wealth Advisors sold 1,973 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $74K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #834 holding.
EP Wealth Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 10 quarters since.
EP Wealth Advisors's VanEck Morningstar SMID Moat ETF position peaked at $2.45M in Q1 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.