GVAG
SMOT icon

Great Valley Advisor Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Great Valley Advisor Group’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 		$507K Sell
13,046
-3,291
-20% -$123K 0.01% 722
2026
Q1 		$575K Buy
+16,337
New +$597K 0.01% 645

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Great Valley Advisor Group's SMOT Position: Q2 2026 in Review

Great Valley Advisor Group reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 20% in Q2 2026, selling an estimated $123K and leaving 13,046 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #722.

Great Valley Advisor Group first reported a position in SMOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $575K in Q1 2026. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Great Valley Advisor Group held 13,046 shares of VanEck Morningstar SMID Moat ETF worth $507K as of Q2 2026.
  • Great Valley Advisor Group sold 3,291 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $123K.
  • VanEck Morningstar SMID Moat ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #722 holding.
  • Great Valley Advisor Group first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2026 and has held it in 2 quarters since.
  • Great Valley Advisor Group's VanEck Morningstar SMID Moat ETF position peaked at $575K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.