FFA
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Farther Finance Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Farther Finance 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 		– Sell
-404
Closed -$14.2K – 6101
2026
Q1 		$14.2K Sell
404
-25,263
-98% -$924K ﹤0.01% 3892
2025
Q4 		$929K Sell
25,667
-38,987
-60% -$1.41M 0.01% 920
2025
Q3 		$2.33M Sell
64,654
-89,131
-58% -$3.2M 0.04% 404
2025
Q2 		$5.35M Sell
153,785
-73,135
-32% -$2.38M 0.11% 179
2025
Q1 		$7.46M Sell
226,920
-50,660
-18% -$1.77M 0.19% 106
2024
Q4 		$9.57M Buy
277,580
+277,573
+3,965,329% +$9.91M 0.35% 62
2024
Q3 		$245 Hold
7
– – ﹤0.01% 3602
2024
Q2 		$221 Buy
+7
New +$226 ﹤0.01% 3480

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $182M AUM 18.36% 1-Year Est. Return

Farther Finance Advisors's SMOT Position: Q2 2026 in Review

Farther Finance Advisors sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026, closing a stake of 404 shares — an estimated $14.2K sold.

Farther Finance Advisors first reported a position in SMOT in Q2 2024 and held it in 8 quarters. The position peaked at $9.57M in Q4 2024. 34 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Farther Finance Advisors reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 404 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $14.2K.
  • Farther Finance Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and held it in 8 quarters.
  • Farther Finance Advisors's VanEck Morningstar SMID Moat ETF position peaked at $9.57M in Q4 2024.
  • 34 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.