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 Q2	$245K	Hold	14,132	–	–	0.06%	196
2026 Q1	$244K	Buy	+14,132	New	+$246K	0.07%	181

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Client Services's SMB Position: Q2 2026 in Review

Private Client Services held its VanEck Short Muni ETF (SMB) position steady in Q2 2026 at 14,132 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #196.

Private Client Services first reported a position in SMB in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Private Client Services held 14,132 shares of VanEck Short Muni ETF worth $245K as of Q2 2026.
Private Client Services left its VanEck Short Muni ETF share count unchanged in Q2 2026.
VanEck Short Muni ETF made up 0.06% of Private Client Services's portfolio in Q2 2026, its #196 holding.
Private Client Services first reported a position in VanEck Short Muni ETF in Q1 2026 and has held it in 2 quarters since.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.