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

Merit 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 Q2	$643K	Buy	37,040 +212	+0.6%	+$3.67K	﹤0.01%	1343
2026 Q1	$637K	Buy	36,828 +106	+0.3%	+$1.84K	﹤0.01%	1228
2025 Q4	$639K	Buy	36,722 +292	+0.8%	+$5.07K	0.01%	1148
2025 Q3	$635K	Buy	36,430 +107	+0.3%	+$1.85K	0.01%	1051
2025 Q2	$627K	Sell	36,323 -2,991	-8%	-$51.1K	0.01%	993
2025 Q1	$674K	Buy	39,314 +9,334	+31%	+$160K	0.01%	809
2024 Q4	$512K	Buy	29,980 +247	+0.8%	+$4.24K	0.01%	721
2024 Q3	$514K	Buy	29,733 +60	+0.2%	+$1.03K	0.01%	549
2024 Q2	$504K	Hold	29,673	–	–	0.01%	575
2024 Q1	$503K	Hold	29,673	–	–	0.01%	569
2023 Q4	$507K	Hold	29,673	–	–	0.02%	492
2023 Q3	$495K	Buy	+29,673	New	+$498K	0.02%	462

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

Merit Financial Group's SMB Position: Q2 2026 in Review

Merit Financial Group increased its VanEck Short Muni ETF (SMB) stake by 0.58% in Q2 2026, buying an estimated $3.67K and bringing the position to 37,040 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Merit Financial Group first reported a position in SMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $674K in Q1 2025. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Merit Financial Group held 37,040 shares of VanEck Short Muni ETF worth $643K as of Q2 2026.
Merit Financial Group bought 212 VanEck Short Muni ETF shares in Q2 2026, an estimated $3.67K.
VanEck Short Muni ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1343 holding.
Merit Financial Group first reported a position in VanEck Short Muni ETF in Q3 2023 and has held it in 12 quarters since.
Merit Financial Group's VanEck Short Muni ETF position peaked at $674K in Q1 2025.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.