Truist Financial
SMOT icon

Truist Financial’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Truist Financial’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
2025
Q2 		– Sell
-38,355
Closed -$1.26M – 2680
2025
Q1 		$1.26M Sell
38,355
-26,323
-41% -$919K ﹤0.01% 1430
2024
Q4 		$2.23M Sell
64,678
-9,274
-13% -$331K ﹤0.01% 1185
2024
Q3 		$2.59M Sell
73,952
-6,622
-8% -$219K ﹤0.01% 1120
2024
Q2 		$2.58M Buy
80,574
+177
+0.2% +$5.71K ﹤0.01% 1161
2024
Q1 		$2.74M Buy
80,397
+31,918
+66% +$1.02M ﹤0.01% 1135
2023
Q4 		$1.53M Buy
48,479
+2,209
+5% +$63.1K ﹤0.01% 1390
2023
Q3 		$1.32M Buy
46,270
+29,964
+184% +$893K ﹤0.01% 1442
2023
Q2 		$488K Buy
16,306
+4,893
+43% +$138K ﹤0.01% 1958
2023
Q1 		$325K Buy
+11,413
New +$330K ﹤0.01% 2226

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 $377B AUM 19.32% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 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 $324B AUM 22.36% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Truist Financial's SMOT Position: Q2 2025 in Review

Truist Financial sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2025, closing a stake of 38,355 shares — an estimated $1.26M sold.

Truist Financial first reported a position in SMOT in Q1 2023 and held it in 9 quarters. The position peaked at $2.74M in Q1 2024. 102 funds tracked by Wall St. Rank hold SMOT as of Q2 2025.

  • Truist Financial reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 38,355 VanEck Morningstar SMID Moat ETF shares in Q2 2025, an estimated $1.26M.
  • Truist Financial first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and held it in 9 quarters.
  • Truist Financial's VanEck Morningstar SMID Moat ETF position peaked at $2.74M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.