SA
SMOT icon

Sanctuary Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Sanctuary Advisors’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 		$256K Hold
6,600
– – ﹤0.01% 2445
2026
Q1 		$232K Sell
6,600
-163
-2% -$5.96K ﹤0.01% 2265
2025
Q4 		$245K Hold
6,763
– – ﹤0.01% 2148
2025
Q3 		$244K Sell
6,763
-66
-1% -$2.37K ﹤0.01% 2134
2025
Q2 		$238K Sell
6,829
-14,213
-68% -$463K ﹤0.01% 2061
2025
Q1 		$690K Sell
21,042
-2,352
-10% -$82.1K ﹤0.01% 1314
2024
Q4 		$859K Sell
23,394
-1,000
-4% -$35.7K 0.01% 1348
2024
Q3 		$899K Sell
24,394
-914
-4% -$30.3K 0.01% 1316
2024
Q2 		$813K Buy
+25,308
New +$817K 0.01% 1314

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Sanctuary Advisors's SMOT Position: Q2 2026 in Review

Sanctuary Advisors held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 6,600 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Sanctuary Advisors first reported a position in SMOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $899K in Q3 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Sanctuary Advisors held 6,600 shares of VanEck Morningstar SMID Moat ETF worth $256K as of Q2 2026.
  • Sanctuary Advisors left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2445 holding.
  • Sanctuary Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's VanEck Morningstar SMID Moat ETF position peaked at $899K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.