Rockefeller Capital Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-243
Closed -$8.77K 4828
2025
Q3
$8.77K Buy
+243
New +$8.73K ﹤0.01% 3703

Other funds holding SMOT

Rockefeller Capital Management's SMOT Position: Q4 2025 in Review

Rockefeller Capital Management sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q4 2025, closing a stake of 243 shares — an estimated $8.77K sold.

Rockefeller Capital Management first reported a position in SMOT in Q3 2025 and held it in 1 quarter. The position peaked at $8.77K in Q3 2025. 109 funds tracked by Wall St. Rank hold SMOT as of Q4 2025.

  • Rockefeller Capital Management reported no remaining VanEck Morningstar SMID Moat ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 243 VanEck Morningstar SMID Moat ETF shares in Q4 2025, an estimated $8.77K.
  • Rockefeller Capital Management first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's VanEck Morningstar SMID Moat ETF position peaked at $8.77K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.