Prosperity Consulting Group’s VanEck Short Muni ETF SMB Stock Holding History

Prosperity Consulting 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	$1.62M	Sell	93,383 -9,776	-9%	-$169K	0.06%	197
2026 Q1	$1.78M	Sell	103,159 -13,442	-12%	-$234K	0.08%	165
2025 Q4	$2.03M	Sell	116,601 -14,789	-11%	-$257K	0.09%	160
2025 Q3	$2.29M	Sell	131,390 -35,841	-21%	-$621K	0.11%	142
2025 Q2	$2.89M	Sell	167,231 -8,689	-5%	-$148K	0.21%	107
2025 Q1	$3.01M	Sell	175,920 -9,727	-5%	-$167K	0.23%	103
2024 Q4	$3.17M	Sell	185,647 -7,118	-4%	-$122K	0.24%	96
2024 Q3	$3.33M	Sell	192,765 -25,858	-12%	-$444K	0.26%	92
2024 Q2	$3.72M	Sell	218,623 -17,978	-8%	-$305K	0.5%	54
2024 Q1	$4.03M	Buy	+236,601	New	+$4.03M	0.5%	55

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

Prosperity Consulting Group's SMB Position: Q2 2026 in Review

Prosperity Consulting Group reduced its VanEck Short Muni ETF (SMB) stake by 9.5% in Q2 2026, selling an estimated $169K and leaving 93,383 shares worth $1.62M. The position accounts for 0.06% of the portfolio, ranked #197.

Prosperity Consulting Group first reported a position in SMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.03M in Q1 2024. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Prosperity Consulting Group held 93,383 shares of VanEck Short Muni ETF worth $1.62M as of Q2 2026.
Prosperity Consulting Group sold 9,776 VanEck Short Muni ETF shares in Q2 2026, an estimated $169K.
VanEck Short Muni ETF made up 0.06% of Prosperity Consulting Group's portfolio in Q2 2026, its #197 holding.
Prosperity Consulting Group first reported a position in VanEck Short Muni ETF in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's VanEck Short Muni ETF position peaked at $4.03M in Q1 2024.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.