Savant Capital’s VanEck Short Muni ETF SMB Stock Holding History

Savant Capital’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.4M	Buy	597,809 +279,070	+88%	+$4.83M	0.03%	281
2026 Q1	$5.51M	Sell	318,739 -5,541	-2%	-$96.4K	0.03%	251
2025 Q4	$5.65M	Sell	324,280 -4,011	-1%	-$69.6K	0.03%	234
2025 Q3	$5.72M	Buy	+328,291	New	+$5.69M	0.03%	220

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Savant Capital's SMB Position: Q2 2026 in Review

Savant Capital increased its VanEck Short Muni ETF (SMB) stake by 88% in Q2 2026, buying an estimated $4.83M and bringing the position to 597,809 shares worth $10.4M. The position accounts for 0.03% of the portfolio, ranked #281.

Savant Capital first reported a position in SMB in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Savant Capital held 597,809 shares of VanEck Short Muni ETF worth $10.4M as of Q2 2026.
Savant Capital bought 279,070 VanEck Short Muni ETF shares in Q2 2026, an estimated $4.83M.
VanEck Short Muni ETF made up 0.03% of Savant Capital's portfolio in Q2 2026, its #281 holding.
Savant Capital first reported a position in VanEck Short Muni ETF in Q3 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.