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
2026 Q2	$255K	Hold	6,561	–	–	0.01%	539
2026 Q1	$231K	Hold	6,561	–	–	0.01%	543
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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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

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

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

SageView Advisory Group's SMOT Position: Q2 2026 in Review

SageView Advisory Group held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 6,561 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #539.

SageView Advisory Group first reported a position in SMOT in Q4 2023 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

SageView Advisory Group held 6,561 shares of VanEck Morningstar SMID Moat ETF worth $255K as of Q2 2026.
SageView Advisory Group left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar SMID Moat ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #539 holding.
SageView Advisory Group first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 9 quarters since.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.