Evermay Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Evermay Wealth Management’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	$164K	Hold	9,472	–	–	0.02%	222
2026 Q1	$164K	Hold	9,472	–	–	0.02%	212
2025 Q4	$165K	Hold	9,472	–	–	0.02%	214
2025 Q3	$165K	Hold	9,472	–	–	0.02%	210
2025 Q2	$163K	Hold	9,472	–	–	0.02%	212
2025 Q1	$162K	Hold	9,472	–	–	0.02%	210
2024 Q4	$162K	Sell	9,472 -4,851	-34%	-$83.3K	0.02%	215
2024 Q3	$248K	Hold	14,323	–	–	0.04%	179
2024 Q2	$243K	Hold	14,323	–	–	0.04%	179
2024 Q1	$244K	Hold	14,323	–	–	0.04%	180
2023 Q4	$245K	Hold	14,323	–	–	0.05%	166
2023 Q3	$239K	Hold	14,323	–	–	0.05%	152
2023 Q2	$241K	Hold	14,323	–	–	0.05%	157
2023 Q1	$243K	Sell	14,323 -5,853	-29%	-$99K	0.05%	155
2022 Q4	$341K	Sell	20,176 -3,127	-13%	-$52.3K	0.07%	123
2022 Q3	$388K	Sell	23,303 -741	-3%	-$12.6K	0.08%	111
2022 Q2	$411K	Sell	24,044 -42,218	-64%	-$715K	0.08%	105
2022 Q1	$1.13M	Buy	+66,262	New	+$1.16M	0.19%	57

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

Evermay Wealth Management's SMB Position: Q2 2026 in Review

Evermay Wealth Management held its VanEck Short Muni ETF (SMB) position steady in Q2 2026 at 9,472 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #222.

Evermay Wealth Management first reported a position in SMB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.13M in Q1 2022. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Evermay Wealth Management held 9,472 shares of VanEck Short Muni ETF worth $164K as of Q2 2026.
Evermay Wealth Management left its VanEck Short Muni ETF share count unchanged in Q2 2026.
VanEck Short Muni ETF made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #222 holding.
Evermay Wealth Management first reported a position in VanEck Short Muni ETF in Q1 2022 and has held it in 18 quarters since.
Evermay Wealth Management's VanEck Short Muni ETF position peaked at $1.13M in Q1 2022.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.