Farther Finance Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Farther Finance Advisors’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 Q3	$58K	Hold	3,428	–	–	﹤0.01%	3277
2026 Q2	$59.5K	Sell	3,428 -1,292	-27%	-$22.4K	﹤0.01%	3109
2026 Q1	$81.5K	Buy	+4,720	New	+$82.2K	﹤0.01%	2654
2025 Q2	–	Sell	-6,000	Closed	-$103K	–	4643
2025 Q1	$103K	Hold	6,000	–	–	﹤0.01%	1537
2024 Q4	$103K	Hold	6,000	–	–	﹤0.01%	1304
2024 Q3	$104K	Hold	6,000	–	–	﹤0.01%	1287
2024 Q2	$102K	Hold	6,000	–	–	﹤0.01%	1130
2024 Q1	$102K	Hold	6,000	–	–	0.01%	934
2023 Q4	$103K	Hold	6,000	–	–	0.01%	796
2023 Q3	$100K	Hold	6,000	–	–	0.02%	551
2023 Q2	$101K	Buy	+6,000	New	+$101K	0.02%	454

Other funds holding SMB

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's SMB Position: Q3 2026 in Review

Farther Finance Advisors held its VanEck Short Muni ETF (SMB) position steady in Q3 2026 at 3,428 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

Farther Finance Advisors first reported a position in SMB in Q2 2023 and has held it in 11 quarters since. The position peaked at $104K in Q3 2024. 12 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

Farther Finance Advisors held 3,428 shares of VanEck Short Muni ETF worth $58K as of Q3 2026.
Farther Finance Advisors left its VanEck Short Muni ETF share count unchanged in Q3 2026.
VanEck Short Muni ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3277 holding.
Farther Finance Advisors first reported a position in VanEck Short Muni ETF in Q2 2023 and has held it in 11 quarters since.
Farther Finance Advisors's VanEck Short Muni ETF position peaked at $104K in Q3 2024.
12 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.