NewEdge Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

NewEdge Advisors’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$301K	Hold	7,743	–	–	﹤0.01%	2489
2026 Q1	$272K	Sell	7,743 -413	-5%	-$15.1K	﹤0.01%	2409
2025 Q4	$295K	Sell	8,156 -1,261	-13%	-$45.5K	﹤0.01%	2318
2025 Q3	$340K	Sell	9,417 -776	-8%	-$27.9K	﹤0.01%	2088
2025 Q2	$355K	Buy	+10,193	New	+$332K	﹤0.01%	1915
2023 Q4	–	Sell	-29,349	Closed	-$834K	–	3869
2023 Q3	$834K	Buy	29,349 +3,590	+14%	+$107K	0.01%	946
2023 Q2	$771K	Buy	+25,759	New	+$726K	0.01%	989

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

NewEdge Advisors's SMOT Position: Q2 2026 in Review

NewEdge Advisors held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 7,743 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

NewEdge Advisors first reported a position in SMOT in Q2 2023 and has held it in 7 quarters since. The position peaked at $834K in Q3 2023. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

NewEdge Advisors held 7,743 shares of VanEck Morningstar SMID Moat ETF worth $301K as of Q2 2026.
NewEdge Advisors left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2489 holding.
NewEdge Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and has held it in 7 quarters since.
NewEdge Advisors's VanEck Morningstar SMID Moat ETF position peaked at $834K in Q3 2023.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

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