Equitable Holdings
SMB icon

Equitable Holdings’s VanEck Short Muni ETF SMB Stock Holding History

Equitable Holdings’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
Q4 		– Sell
-15,285
Closed -$266K – 1655
2025
Q3 		$266K Sell
15,285
-6,339
-29% -$110K ﹤0.01% 1323
2025
Q2 		$373K Buy
+21,624
New +$369K ﹤0.01% 1111

Other funds holding SMB

Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Equitable Holdings's SMB Position: Q4 2025 in Review

Equitable Holdings sold out of VanEck Short Muni ETF (SMB) in Q4 2025, closing a stake of 15,285 shares — an estimated $266K sold.

Equitable Holdings first reported a position in SMB in Q2 2025 and held it in 2 quarters. The position peaked at $373K in Q2 2025. 100 funds tracked by Wall St. Rank hold SMB as of Q4 2025.

  • Equitable Holdings reported no remaining VanEck Short Muni ETF position as of Q4 2025 after selling out during the quarter.
  • Equitable Holdings sold 15,285 VanEck Short Muni ETF shares in Q4 2025, an estimated $266K.
  • Equitable Holdings first reported a position in VanEck Short Muni ETF in Q2 2025 and held it in 2 quarters.
  • Equitable Holdings's VanEck Short Muni ETF position peaked at $373K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2025.

Based on Equitable Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.