Jones Financial Companies’s VanEck Short Muni ETF SMB Stock Holding History

Jones Financial Companies’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 Q2	$1.8M	Buy	103,767 +25,244	+32%	+$437K	﹤0.01%	1626
2026 Q1	$1.36M	Buy	78,523 +24,170	+44%	+$421K	﹤0.01%	1599
2025 Q4	$946K	Buy	54,353 +12,874	+31%	+$223K	﹤0.01%	1251
2025 Q3	$722K	Buy	41,479 +15,269	+58%	+$265K	﹤0.01%	1245
2025 Q2	$452K	Buy	26,210 +4,718	+22%	+$80.6K	﹤0.01%	1314
2025 Q1	$368K	Buy	21,492 +1,183	+6%	+$20.3K	﹤0.01%	1251
2024 Q4	$347K	Buy	20,309 +10,069	+98%	+$173K	﹤0.01%	1133
2024 Q3	$177K	Buy	10,240 +319	+3%	+$5.48K	﹤0.01%	1176
2024 Q2	$169K	Buy	9,921 +58	+0.6%	+$984	﹤0.01%	884
2024 Q1	$168K	Buy	9,863 +35	+0.4%	+$597	﹤0.01%	489
2023 Q4	$168K	Buy	+9,828	New	+$166K	﹤0.01%	352

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

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

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

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

Jones Financial Companies's SMB Position: Q2 2026 in Review

Jones Financial Companies increased its VanEck Short Muni ETF (SMB) stake by 32% in Q2 2026, buying an estimated $437K and bringing the position to 103,767 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Jones Financial Companies first reported a position in SMB in Q4 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Jones Financial Companies held 103,767 shares of VanEck Short Muni ETF worth $1.8M as of Q2 2026.
Jones Financial Companies bought 25,244 VanEck Short Muni ETF shares in Q2 2026, an estimated $437K.
VanEck Short Muni ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1626 holding.
Jones Financial Companies first reported a position in VanEck Short Muni ETF in Q4 2023 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.