GI
SMOT icon

Gradient Investments’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Gradient Investments’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 		$35.2M Buy
905,457
+35,422
+4% +$1.33M 0.49% 61
2026
Q1 		$30.6M Buy
870,035
+47,075
+6% +$1.72M 0.47% 66
2025
Q4 		$29.8M Buy
822,960
+34,296
+4% +$1.24M 0.47% 67
2025
Q3 		$28.5M Sell
788,664
-447,762
-36% -$16.1M 0.48% 70
2025
Q2 		$43M Buy
1,236,426
+24,392
+2% +$795K 0.79% 36
2025
Q1 		$39.7M Buy
1,212,034
+92,434
+8% +$3.23M 0.8% 37
2024
Q4 		$38.6M Sell
1,119,600
-258,847
-19% -$9.24M 0.78% 38
2024
Q3 		$48.3M Buy
1,378,447
+32,554
+2% +$1.08M 1.01% 27
2024
Q2 		$43M Buy
1,345,893
+346,346
+35% +$11.2M 0.97% 23
2024
Q1 		$34.1M Sell
999,547
-44,556
-4% -$1.42M 0.79% 33
2023
Q4 		$32.9M Sell
1,044,103
-405,717
-28% -$11.6M 0.8% 32
2023
Q3 		$41.2M Buy
1,449,820
+1,449,707
+1,282,927% +$43.2M 1.09% 21
2023
Q2 		$3.37K Sell
113
-1,979
-95% -$55.8K ﹤0.01% 1045
2023
Q1 		$59.5K Sell
2,092
-467,241
-100% -$13.5M ﹤0.01% 470
2022
Q4 		$12.7M Buy
+469,333
New +$12.5M 0.4% 91

Other funds holding SMOT

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gradient Investments's SMOT Position: Q2 2026 in Review

Gradient Investments increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 4.1% in Q2 2026, buying an estimated $1.33M and bringing the position to 905,457 shares worth $35.2M. The position accounts for 0.49% of the portfolio, ranked #61.

Gradient Investments first reported a position in SMOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.3M in Q3 2024. 34 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Gradient Investments held 905,457 shares of VanEck Morningstar SMID Moat ETF worth $35.2M as of Q2 2026.
  • Gradient Investments bought 35,422 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $1.33M.
  • VanEck Morningstar SMID Moat ETF made up 0.49% of Gradient Investments's portfolio in Q2 2026, its #61 holding.
  • Gradient Investments first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2022 and has held it in 15 quarters since.
  • Gradient Investments's VanEck Morningstar SMID Moat ETF position peaked at $48.3M in Q3 2024.
  • 34 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.