Janney Capital Management’s VanEck Short Muni ETF SMB Stock Holding History

Janney Capital Management’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
2025 Q4	$2.51M	Buy	144,165 +273	+0.2%	+$4.74K	0.16%	123
2025 Q3	$2.51M	Buy	143,892 +466	+0.3%	+$8.08K	0.16%	117
2025 Q2	$2.48M	Sell	143,426 -1,448	-1%	-$24.7K	0.16%	116
2025 Q1	$2.48M	Buy	144,874 +1,268	+0.9%	+$21.8K	0.17%	117
2024 Q4	$2.45M	Buy	+143,606	New	+$2.47M	0.16%	118
2024 Q3	–	Sell	-148,792	Closed	-$2.53M	–	243
2024 Q2	$2.53M	Buy	148,792 +15	+0%	+$254	0.18%	107
2024 Q1	$2.53M	Sell	148,777 -1,786	-1%	-$30.4K	0.17%	115
2023 Q4	$2.57M	Sell	150,563 -3,783	-2%	-$63.8K	0.17%	111
2023 Q3	$2.58M	Sell	154,346 -5,114	-3%	-$85.8K	0.2%	106
2023 Q2	$2.69M	Sell	159,460 -1,661	-1%	-$28K	0.19%	110
2023 Q1	$2.74M	Buy	161,121 +4,452	+3%	+$75.3K	0.21%	104
2022 Q4	$2.65M	Sell	156,669 -23,699	-13%	-$396K	0.19%	109
2022 Q3	$3M	Sell	180,368 -6,019	-3%	-$102K	0.24%	95
2022 Q2	$3.19M	Sell	186,387 -745	-0.4%	-$12.6K	0.26%	86
2022 Q1	$3.2M	Sell	187,132 -826	-0.4%	-$14.5K	0.23%	89
2021 Q4	$3.37M	Sell	187,958 -8,994	-5%	-$161K	0.22%	91
2021 Q3	$3.54M	Sell	196,952 -3,872	-2%	-$69.9K	0.24%	94
2021 Q2	$3.63M	Sell	200,824 -979	-0.5%	-$17.7K	0.23%	97
2021 Q1	$3.64M	Buy	201,803 +21,470	+12%	+$388K	0.24%	97
2020 Q4	$3.27M	Sell	180,333 -11,337	-6%	-$205K	0.23%	96
2020 Q3	$3.46M	Sell	191,670 -3,089	-2%	-$55.8K	0.24%	104
2020 Q2	$3.51M	Sell	194,759 -21,701	-10%	-$385K	0.24%	98
2020 Q1	$3.76M	Sell	216,460 -13,733	-6%	-$243K	0.29%	88
2019 Q4	$4.1M	Sell	230,193 -11,627	-5%	-$206K	0.22%	94
2019 Q3	$4.28M	Sell	241,820 -13,440	-5%	-$239K	0.24%	91
2019 Q2	$4.52M	Sell	255,260 -14,869	-6%	-$261K	0.25%	90
2019 Q1	$4.74M	Sell	270,129 -25,977	-9%	-$453K	0.25%	94
2018 Q4	$5.12M	Sell	296,106 -23,692	-7%	-$407K	0.28%	93
2018 Q3	$5.49M	Sell	319,798 -17,246	-5%	-$298K	0.24%	96
2018 Q2	$5.82M	Buy	+337,044	New	+$5.79M	0.26%	94

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Janney Capital Management's SMB Position: Q4 2025 in Review

Janney Capital Management increased its VanEck Short Muni ETF (SMB) stake by 0.19% in Q4 2025, buying an estimated $4.74K and bringing the position to 144,165 shares worth $2.51M. The position accounts for 0.16% of the portfolio, ranked #123.

Janney Capital Management first reported a position in SMB in Q2 2018 and has held it in 30 quarters since. The position peaked at $5.82M in Q2 2018. 100 funds tracked by Wall St. Rank hold SMB as of Q4 2025.

Janney Capital Management held 144,165 shares of VanEck Short Muni ETF worth $2.51M as of Q4 2025.
Janney Capital Management bought 273 VanEck Short Muni ETF shares in Q4 2025, an estimated $4.74K.
VanEck Short Muni ETF made up 0.16% of Janney Capital Management's portfolio in Q4 2025, its #123 holding.
Janney Capital Management first reported a position in VanEck Short Muni ETF in Q2 2018 and has held it in 30 quarters since.
Janney Capital Management's VanEck Short Muni ETF position peaked at $5.82M in Q2 2018.
100 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.