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NewEdge Advisors’s VanEck Short Muni ETF SMB Stock Holding History

NewEdge Advisors’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 		$456K Sell
26,263
-11,973
-31% -$207K ﹤0.01% 2206
2026
Q1 		$661K Buy
+38,236
New +$666K ﹤0.01% 1772

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors's SMB Position: Q2 2026 in Review

NewEdge Advisors reduced its VanEck Short Muni ETF (SMB) stake by 31% in Q2 2026, selling an estimated $207K and leaving 26,263 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

NewEdge Advisors first reported a position in SMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $661K in Q1 2026. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • NewEdge Advisors held 26,263 shares of VanEck Short Muni ETF worth $456K as of Q2 2026.
  • NewEdge Advisors sold 11,973 VanEck Short Muni ETF shares in Q2 2026, an estimated $207K.
  • VanEck Short Muni ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2206 holding.
  • NewEdge Advisors first reported a position in VanEck Short Muni ETF in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Advisors's VanEck Short Muni ETF position peaked at $661K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.