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Private Advisor Group’s VanEck Short Muni ETF SMB Stock Holding History

Private Advisor 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 		$1.57M Buy
90,266
+5,766
+7% +$99.8K 0.01% 1130
2026
Q1 		$1.46M Sell
84,500
-2,499
-3% -$43.5K 0.01% 1199
2025
Q4 		$1.51M Sell
86,999
-249
-0.3% -$4.32K 0.01% 1167
2025
Q3 		$1.52M Buy
87,248
+19,352
+29% +$336K 0.01% 1143
2025
Q2 		$1.17M Buy
67,896
+5,638
+9% +$96.3K 0.01% 1223
2025
Q1 		$1.07M Buy
62,258
+3,367
+6% +$57.8K 0.01% 1215
2024
Q4 		$1.01M Buy
58,891
+13,598
+30% +$234K 0.01% 1216
2024
Q3 		$783K Buy
45,293
+246
+0.5% +$4.22K ﹤0.01% 1372
2024
Q2 		$766K Sell
45,047
-269
-0.6% -$4.56K 0.01% 1328
2024
Q1 		$771K Buy
45,316
+10
+0% +$170 0.01% 1286
2023
Q4 		$774K Buy
45,306
+6,671
+17% +$113K 0.01% 1240
2023
Q3 		$645K Buy
38,635
+9
+0% +$151 0.01% 1256
2023
Q2 		$651K Buy
38,626
+10
+0% +$169 0.01% 1254
2023
Q1 		$656K Buy
38,616
+5
+0% +$85 0.01% 1202
2022
Q4 		$617K Buy
+38,611
New +$646K 0.03% 506
2014
Q4 		– Sell
-1,338
Closed -$24K – 1250
2014
Q3 		$24K Buy
+1,338
New +$23.6K ﹤0.01% 1125

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

Private Advisor Group's SMB Position: Q2 2026 in Review

Private Advisor Group increased its VanEck Short Muni ETF (SMB) stake by 6.8% in Q2 2026, buying an estimated $99.8K and bringing the position to 90,266 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #1130.

Private Advisor Group first reported a position in SMB in Q3 2014 and has held it in 16 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Private Advisor Group held 90,266 shares of VanEck Short Muni ETF worth $1.57M as of Q2 2026.
  • Private Advisor Group bought 5,766 VanEck Short Muni ETF shares in Q2 2026, an estimated $99.8K.
  • VanEck Short Muni ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1130 holding.
  • Private Advisor Group first reported a position in VanEck Short Muni ETF in Q3 2014 and has held it in 16 quarters since.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.