Gradient Investments
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
Q3 		$34.7M Buy
925,609
+20,152
+2% +$800K 0.5% 61
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

Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Gradient Investments's SMOT Position: Q3 2026 in Review

Gradient Investments increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 2.2% in Q3 2026, buying an estimated $800K and bringing the position to 925,609 shares worth $34.7M. The position accounts for 0.5% of the portfolio, ranked #61.

Gradient Investments first reported a position in SMOT in Q4 2022 and has held it in 16 quarters since. The position peaked at $48.3M in Q3 2024. 31 funds tracked by Wall St. Rank hold SMOT as of Q3 2026.

  • Gradient Investments held 925,609 shares of VanEck Morningstar SMID Moat ETF worth $34.7M as of Q3 2026.
  • Gradient Investments bought 20,152 VanEck Morningstar SMID Moat ETF shares in Q3 2026, an estimated $800K.
  • VanEck Morningstar SMID Moat ETF made up 0.5% of Gradient Investments's portfolio in Q3 2026, its #61 holding.
  • Gradient Investments first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2022 and has held it in 16 quarters since.
  • Gradient Investments's VanEck Morningstar SMID Moat ETF position peaked at $48.3M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.