Old Mission Capital
SMB icon

Old Mission Capital’s VanEck Short Muni ETF SMB Stock Holding History

Old Mission Capital’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
2024
Q4 		– Sell
-24,831
Closed -$429K – 1153
2024
Q3 		$429K Buy
+24,831
New +$426K 0.01% 813
2023
Q2 		– Sell
-15,620
Closed -$266K – 1524
2023
Q1 		$266K Buy
+15,620
New +$264K 0.01% 1032
2022
Q2 		– Sell
-14,609
Closed -$250K – 1749
2022
Q1 		$250K Buy
+14,609
New +$256K 0.01% 967
2021
Q2 		– Sell
-66,406
Closed -$1.2M – 1222
2021
Q1 		$1.2M Buy
+66,406
New +$1.2M 0.07% 321

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Old Mission Capital's SMB Position: Q4 2024 in Review

Old Mission Capital sold out of VanEck Short Muni ETF (SMB) in Q4 2024, closing a stake of 24,831 shares — an estimated $429K sold.

Old Mission Capital first reported a position in SMB in Q1 2021 and held it in 4 quarters. The position peaked at $1.2M in Q1 2021. 91 funds tracked by Wall St. Rank hold SMB as of Q4 2024.

  • Old Mission Capital reported no remaining VanEck Short Muni ETF position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 24,831 VanEck Short Muni ETF shares in Q4 2024, an estimated $429K.
  • Old Mission Capital first reported a position in VanEck Short Muni ETF in Q1 2021 and held it in 4 quarters.
  • Old Mission Capital's VanEck Short Muni ETF position peaked at $1.2M in Q1 2021.
  • 91 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.