Russell Investments Group
SMOT icon

Russell Investments Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Russell Investments Group’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50
Closed -$1.76K – 4507
2026
Q1 		$1.76K Hold
50
– – ﹤0.01% 4010
2025
Q4 		$1.81K Sell
50
-107
-68% -$3.87K ﹤0.01% 4008
2025
Q3 		$5.67K Buy
157
+107
+214% +$3.85K ﹤0.01% 3883
2025
Q2 		$1.74K Hold
50
– – ﹤0.01% 3608
2025
Q1 		$1.64K Hold
50
– – ﹤0.01% 3541
2024
Q4 		$1.72K Hold
50
– – ﹤0.01% 3467
2024
Q3 		$1.75K Buy
+50
New +$1.66K ﹤0.01% 3398

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Russell Investments Group's SMOT Position: Q2 2026 in Review

Russell Investments Group sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026, closing a stake of 50 shares — an estimated $1.76K sold.

Russell Investments Group first reported a position in SMOT in Q3 2024 and held it in 7 quarters. The position peaked at $5.67K in Q3 2025. 59 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Russell Investments Group reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Russell Investments Group sold 50 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $1.76K.
  • Russell Investments Group first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2024 and held it in 7 quarters.
  • Russell Investments Group's VanEck Morningstar SMID Moat ETF position peaked at $5.67K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.