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 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

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

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 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 $6.18B AUM 18.43% 1-Year Est. Return

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

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Tranquility Partners's SMOT Position: Q1 2026 in Review

Tranquility Partners increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 1.8% in Q1 2026, buying an estimated $8.74K and bringing the position to 13,577 shares worth $478K. The position accounts for 0.18% of the portfolio, ranked #130.

Tranquility Partners first reported a position in SMOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $493K in Q3 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Tranquility Partners held 13,577 shares of VanEck Morningstar SMID Moat ETF worth $478K as of Q1 2026.
Tranquility Partners bought 239 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $8.74K.
VanEck Morningstar SMID Moat ETF made up 0.18% of Tranquility Partners's portfolio in Q1 2026, its #130 holding.
Tranquility Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 10 quarters since.
Tranquility Partners's VanEck Morningstar SMID Moat ETF position peaked at $493K in Q3 2025.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.