Independent Financial Group’s VanEck Short Muni ETF SMB Stock Holding History

Independent Financial Group’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.34M	Buy	197,140 +11,708	+6%	+$201K	0.06%	316
2026 Q2	$3.22M	Buy	185,432 +140,955	+317%	+$2.44M	0.06%	329
2026 Q1	$769K	Sell	44,477 -78	-0.2%	-$1.36K	0.02%	721
2025 Q4	$776K	Buy	44,555 +2,000	+5%	+$34.7K	0.02%	712
2025 Q3	$741K	Buy	42,555 +1,750	+4%	+$30.3K	0.02%	707
2025 Q2	$704K	Buy	40,805 +552	+1%	+$9.43K	0.02%	651
2025 Q1	$690K	Buy	40,253 +25,318	+170%	+$434K	0.02%	597
2024 Q4	$255K	Buy	+14,935	New	+$257K	0.01%	965

Other funds holding SMB

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Independent Financial Group's SMB Position: Q3 2026 in Review

Independent Financial Group increased its VanEck Short Muni ETF (SMB) stake by 6.3% in Q3 2026, buying an estimated $201K and bringing the position to 197,140 shares worth $3.34M. The position accounts for 0.06% of the portfolio, ranked #316.

Independent Financial Group first reported a position in SMB in Q4 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

Independent Financial Group held 197,140 shares of VanEck Short Muni ETF worth $3.34M as of Q3 2026.
Independent Financial Group bought 11,708 VanEck Short Muni ETF shares in Q3 2026, an estimated $201K.
VanEck Short Muni ETF made up 0.06% of Independent Financial Group's portfolio in Q3 2026, its #316 holding.
Independent Financial Group first reported a position in VanEck Short Muni ETF in Q4 2024 and has held it in 8 quarters since.
12 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.