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Private Client Services’s VanEck Short Muni ETF SMB Stock Holding History

Private Client Services’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
Q3 		$239K Hold
14,132
– – 0.06% 202
2026
Q2 		$245K Hold
14,132
– – 0.06% 196
2026
Q1 		$244K Buy
+14,132
New +$246K 0.07% 181

Other funds holding SMB

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Private Client Services's SMB Position: Q3 2026 in Review

Private Client Services held its VanEck Short Muni ETF (SMB) position steady in Q3 2026 at 14,132 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #202.

Private Client Services first reported a position in SMB in Q1 2026 and has held it in 3 quarters since. The position peaked at $245K in Q2 2026. 12 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

  • Private Client Services held 14,132 shares of VanEck Short Muni ETF worth $239K as of Q3 2026.
  • Private Client Services left its VanEck Short Muni ETF share count unchanged in Q3 2026.
  • VanEck Short Muni ETF made up 0.06% of Private Client Services's portfolio in Q3 2026, its #202 holding.
  • Private Client Services first reported a position in VanEck Short Muni ETF in Q1 2026 and has held it in 3 quarters since.
  • Private Client Services's VanEck Short Muni ETF position peaked at $245K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.