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Trust Company’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Trust Company’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 		$3.58K Hold
92
– – ﹤0.01% 506
2026
Q1 		$3.24K Hold
92
– – ﹤0.01% 497
2025
Q4 		$3.33K Buy
+92
New +$3.32K ﹤0.01% 496

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

Trust Company's SMOT Position: Q2 2026 in Review

Trust Company held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 92 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Trust Company first reported a position in SMOT in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Trust Company held 92 shares of VanEck Morningstar SMID Moat ETF worth $3.58K as of Q2 2026.
  • Trust Company left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #506 holding.
  • Trust Company first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.