Family Office Research’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Family Office Research’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	$1.91M	Sell	49,230 -2,275	-4%	-$85.3K	0.72%	24
2026 Q1	$1.81M	Sell	51,505 -15,301	-23%	-$559K	0.79%	22
2025 Q4	$2.44M	Sell	66,806 -10,037	-13%	-$363K	1%	21
2025 Q3	$2.77M	Sell	76,843 -883	-1%	-$31.7K	1.21%	17
2025 Q2	$2.7M	Sell	77,726 -2,463	-3%	-$80.3K	1.28%	16
2025 Q1	$2.63M	Sell	80,189 -4,764	-6%	-$166K	1.28%	16
2024 Q4	$2.93M	Buy	+84,953	New	+$3.03M	1.28%	14

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

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

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EBSAM

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $842M AUM 17.25% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Family Office Research's SMOT Position: Q2 2026 in Review

Family Office Research reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 4.4% in Q2 2026, selling an estimated $85.3K and leaving 49,230 shares worth $1.91M. The position accounts for 0.72% of the portfolio, ranked #24.

Family Office Research first reported a position in SMOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93M in Q4 2024. 82 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Family Office Research held 49,230 shares of VanEck Morningstar SMID Moat ETF worth $1.91M as of Q2 2026.
Family Office Research sold 2,275 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $85.3K.
VanEck Morningstar SMID Moat ETF made up 0.72% of Family Office Research's portfolio in Q2 2026, its #24 holding.
Family Office Research first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2024 and has held it in 7 quarters since.
Family Office Research's VanEck Morningstar SMID Moat ETF position peaked at $2.93M in Q4 2024.
82 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.