PP
SMB icon

PrairieView Partners’s VanEck Short Muni ETF SMB Stock Holding History

PrairieView Partners’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
2025
Q2 		$5.68M Buy
329,136
+36,095
+12% +$617K 0.55% 26
2025
Q1 		$5.02M Hold
293,041
– – 0.52% 27
2024
Q4 		$5.01M Sell
293,041
-7,391
-2% -$127K 0.52% 26
2024
Q3 		$5.19M Sell
300,432
-139
-0% -$2.39K 0.54% 27
2024
Q2 		$5.11M Sell
300,571
-847
-0.3% -$14.4K 0.57% 25
2024
Q1 		$5.13M Buy
301,418
+837
+0.3% +$14.3K 0.59% 24
2023
Q4 		$5.14M Buy
300,581
+150,110
+100% +$2.53M 0.63% 25
2023
Q3 		$2.51M Sell
150,471
-29,561
-16% -$496K 0.34% 37
2023
Q2 		$3.03M Sell
180,032
-49,276
-21% -$831K 0.4% 36
2023
Q1 		$3.9M Sell
229,308
-18
-0% -$304 0.53% 28
2022
Q4 		$3.87M Buy
229,326
+124,905
+120% +$2.09M 0.57% 26
2022
Q3 		$1.74M Sell
104,421
-11,673
-10% -$198K 0.28% 45
2022
Q2 		$1.99M Buy
116,094
+101,589
+700% +$1.72M 0.31% 42
2022
Q1 		$248K Buy
14,505
+14,337
+8,534% +$251K 0.04% 95
2021
Q4 		$3K Hold
168
– – ﹤0.01% 377
2021
Q3 		$3K Hold
168
– – ﹤0.01% 324
2021
Q2 		$3K Hold
168
– – ﹤0.01% 313
2021
Q1 		$3K Hold
168
– – ﹤0.01% 323
2020
Q4 		$3K Hold
168
– – ﹤0.01% 285
2020
Q3 		$3K Hold
168
– – ﹤0.01% 275
2020
Q2 		$3K Hold
168
– – ﹤0.01% 271
2020
Q1 		$3K Buy
+168
New +$2.97K ﹤0.01% 265

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PrairieView Partners's SMB Position: Q2 2025 in Review

PrairieView Partners increased its VanEck Short Muni ETF (SMB) stake by 12% in Q2 2025, buying an estimated $617K and bringing the position to 329,136 shares worth $5.68M. The position accounts for 0.55% of the portfolio, ranked #26.

PrairieView Partners first reported a position in SMB in Q1 2020 and has held it in 22 quarters since. 94 funds tracked by Wall St. Rank hold SMB as of Q2 2025.

  • PrairieView Partners held 329,136 shares of VanEck Short Muni ETF worth $5.68M as of Q2 2025.
  • PrairieView Partners bought 36,095 VanEck Short Muni ETF shares in Q2 2025, an estimated $617K.
  • VanEck Short Muni ETF made up 0.55% of PrairieView Partners's portfolio in Q2 2025, its #26 holding.
  • PrairieView Partners first reported a position in VanEck Short Muni ETF in Q1 2020 and has held it in 22 quarters since.
  • 94 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.