FWP
SMB icon

FAS Wealth Partners’s VanEck Short Muni ETF SMB Stock Holding History

FAS Wealth Partners’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 		$840K Buy
48,426
+1,050
+2% +$18.2K 0.04% 194
2026
Q1 		$820K Sell
47,376
-498
-1% -$8.67K 0.05% 187
2025
Q4 		$833K Buy
47,874
+5,313
+12% +$92.2K 0.05% 179
2025
Q3 		$741K Buy
42,561
+2,725
+7% +$47.2K 0.05% 190
2025
Q2 		$688K Sell
39,836
-564
-1% -$9.64K 0.05% 191
2025
Q1 		$692K Buy
40,400
+1,156
+3% +$19.8K 0.06% 180
2024
Q4 		$671K Buy
39,244
+1,361
+4% +$23.4K 0.06% 181
2024
Q3 		$655K Buy
37,883
+1,122
+3% +$19.3K 0.05% 182
2024
Q2 		$625K Buy
36,761
+722
+2% +$12.2K 0.05% 177
2024
Q1 		$613K Buy
36,039
+2,326
+7% +$39.7K 0.05% 182
2023
Q4 		$576K Sell
33,713
-5,476
-14% -$92.4K 0.05% 184
2023
Q3 		$654K Sell
39,189
-1,065
-3% -$17.9K 0.07% 167
2023
Q2 		$678K Buy
40,254
+1,657
+4% +$27.9K 0.09% 153
2023
Q1 		$656K Sell
38,597
-7,151
-16% -$121K 0.07% 175
2022
Q4 		$772K Sell
45,748
-21,435
-32% -$359K 0.09% 168
2022
Q3 		$1.12M Sell
67,183
-7,244
-10% -$123K 0.12% 116
2022
Q2 		$1.27M Buy
74,427
+20,205
+37% +$342K 0.13% 107
2022
Q1 		$927K Sell
54,222
-8,899
-14% -$156K 0.09% 140
2021
Q4 		$1.13M Sell
63,121
-4,832
-7% -$86.6K 0.1% 122
2021
Q3 		$1.22M Sell
67,953
-4,918
-7% -$88.8K 0.11% 112
2021
Q2 		$1.32M Buy
72,871
+4,508
+7% +$81.4K 0.12% 106
2021
Q1 		$1.23M Buy
68,363
+11,549
+20% +$209K 0.13% 106
2020
Q4 		$1.03M Buy
56,814
+32,446
+133% +$586K 0.12% 113
2020
Q3 		$440K Sell
24,368
-698
-3% -$12.6K 0.06% 166
2020
Q2 		$451K Buy
25,066
+8,597
+52% +$153K 0.07% 158
2020
Q1 		$286K Buy
+16,469
New +$291K 0.05% 175

Other funds holding SMB

AF
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FAS Wealth Partners's SMB Position: Q2 2026 in Review

FAS Wealth Partners increased its VanEck Short Muni ETF (SMB) stake by 2.2% in Q2 2026, buying an estimated $18.2K and bringing the position to 48,426 shares worth $840K. The position accounts for 0.04% of the portfolio, ranked #194.

FAS Wealth Partners first reported a position in SMB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.32M in Q2 2021. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • FAS Wealth Partners held 48,426 shares of VanEck Short Muni ETF worth $840K as of Q2 2026.
  • FAS Wealth Partners bought 1,050 VanEck Short Muni ETF shares in Q2 2026, an estimated $18.2K.
  • VanEck Short Muni ETF made up 0.04% of FAS Wealth Partners's portfolio in Q2 2026, its #194 holding.
  • FAS Wealth Partners first reported a position in VanEck Short Muni ETF in Q1 2020 and has held it in 26 quarters since.
  • FAS Wealth Partners's VanEck Short Muni ETF position peaked at $1.32M in Q2 2021.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.