HHCP
SMOT icon

Hilton Head Capital Partners’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Hilton Head Capital Partners’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 		$19.4K Hold
500
– – 0.01% 478
2026
Q1 		$17.6K Hold
500
– – 0.01% 502
2025
Q4 		$18.1K Buy
+500
New +$18.1K 0.01% 488

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

Hilton Head Capital Partners's SMOT Position: Q2 2026 in Review

Hilton Head Capital Partners held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 500 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #478.

Hilton Head Capital Partners first reported a position in SMOT in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Hilton Head Capital Partners held 500 shares of VanEck Morningstar SMID Moat ETF worth $19.4K as of Q2 2026.
  • Hilton Head Capital Partners left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar SMID Moat ETF made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #478 holding.
  • Hilton Head Capital Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.