SageView Advisory Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

SageView Advisory 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
2025 Q4	$238K	Hold	6,561	–	–	0.01%	542
2025 Q3	$237K	Hold	6,561	–	–	0.01%	582
2025 Q2	$236K	Hold	6,561	–	–	0.01%	559
2025 Q1	$215K	Hold	6,561	–	–	0.01%	556
2024 Q4	$226K	Buy	+6,561	New	+$234K	0.01%	536
2024 Q3	–	Sell	-7,693	Closed	-$246K	–	564
2024 Q2	$246K	Buy	+7,693	New	+$248K	0.01%	491
2024 Q1	–	Sell	-7,619	Closed	-$237K	–	765
2023 Q4	$237K	Buy	+7,619	New	+$218K	0.01%	580

Other funds holding SMOT

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SageView Advisory Group's SMOT Position: Q4 2025 in Review

SageView Advisory Group held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q4 2025 at 6,561 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #542.

SageView Advisory Group first reported a position in SMOT in Q4 2023 and has held it in 7 quarters since. The position peaked at $246K in Q2 2024. 109 funds tracked by Wall St. Rank hold SMOT as of Q4 2025.

SageView Advisory Group held 6,561 shares of VanEck Morningstar SMID Moat ETF worth $238K as of Q4 2025.
SageView Advisory Group left its VanEck Morningstar SMID Moat ETF share count unchanged in Q4 2025.
VanEck Morningstar SMID Moat ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #542 holding.
SageView Advisory Group first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's VanEck Morningstar SMID Moat ETF position peaked at $246K in Q2 2024.
109 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.