HI
SMOT icon

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

Harbour 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 		$18K Hold
463
– – ﹤0.01% 3013
2026
Q1 		$16.3K Hold
463
– – ﹤0.01% 2995
2025
Q4 		$16.8K Buy
+463
New +$16.7K ﹤0.01% 2494
2024
Q4 		– Sell
-26
Closed -$911 – 3572
2024
Q3 		$911 Sell
26
-1,232
-98% -$40.8K ﹤0.01% 3108
2024
Q2 		$40.2K Buy
1,258
+232
+23% +$7.49K ﹤0.01% 1664
2024
Q1 		$35K Buy
+1,026
New +$32.7K ﹤0.01% 1700

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 $695M AUM 13.16% 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

Harbour Investments's SMOT Position: Q2 2026 in Review

Harbour Investments held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 463 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Harbour Investments first reported a position in SMOT in Q1 2024 and has held it in 6 quarters since. The position peaked at $40.2K in Q2 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Harbour Investments held 463 shares of VanEck Morningstar SMID Moat ETF worth $18K as of Q2 2026.
  • Harbour Investments left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3013 holding.
  • Harbour Investments first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 6 quarters since.
  • Harbour Investments's VanEck Morningstar SMID Moat ETF position peaked at $40.2K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.