Tranquility Partners’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Tranquility Partners’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	$488K	Sell	12,551 -1,026	-8%	-$38.5K	0.17%	142
2026 Q1	$478K	Buy	13,577 +239	+2%	+$8.74K	0.18%	130
2025 Q4	$483K	Sell	13,338 -308	-2%	-$11.1K	0.17%	128
2025 Q3	$493K	Buy	13,646 +17	+0.1%	+$611	0.17%	140
2025 Q2	$474K	Buy	13,629 +229	+2%	+$7.47K	0.17%	138
2025 Q1	$439K	Buy	13,400 +1,892	+16%	+$66.1K	0.17%	139
2024 Q4	$397K	Buy	11,508 +930	+9%	+$33.2K	0.15%	148
2024 Q3	$371K	Buy	10,578 +818	+8%	+$27.1K	0.13%	155
2024 Q2	$312K	Buy	9,760 +1,033	+12%	+$33.3K	0.12%	166
2024 Q1	$298K	Buy	8,727 +1,915	+28%	+$61.1K	0.12%	174
2023 Q4	$215K	Buy	+6,812	New	+$195K	0.09%	192

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

Tranquility Partners's SMOT Position: Q2 2026 in Review

Tranquility Partners reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 7.6% in Q2 2026, selling an estimated $38.5K and leaving 12,551 shares worth $488K. The position accounts for 0.17% of the portfolio, ranked #142.

Tranquility Partners first reported a position in SMOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $493K in Q3 2025. 102 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Tranquility Partners held 12,551 shares of VanEck Morningstar SMID Moat ETF worth $488K as of Q2 2026.
Tranquility Partners sold 1,026 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $38.5K.
VanEck Morningstar SMID Moat ETF made up 0.17% of Tranquility Partners's portfolio in Q2 2026, its #142 holding.
Tranquility Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 11 quarters since.
Tranquility Partners's VanEck Morningstar SMID Moat ETF position peaked at $493K in Q3 2025.
102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.