Valley Wealth Managers’s VanEck Short Muni ETF SMB Stock Holding History

Valley Wealth Managers’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 Q3	$10.2K	Buy	+602	New	+$10.3K	﹤0.01%	287
2026 Q2	–	Sell	-2,407	Closed	-$41.6K	–	350
2026 Q1	$41.6K	Hold	2,407	–	–	﹤0.01%	223
2025 Q4	$41.9K	Hold	2,407	–	–	﹤0.01%	226
2025 Q3	$41.9K	Hold	2,407	–	–	﹤0.01%	214
2025 Q2	$41.5K	Hold	2,407	–	–	﹤0.01%	208
2025 Q1	$41.2K	Hold	2,407	–	–	﹤0.01%	215
2024 Q4	$41.1K	Hold	2,407	–	–	﹤0.01%	218
2024 Q3	$41.6K	Hold	2,407	–	–	﹤0.01%	224
2024 Q2	$40.9K	Hold	2,407	–	–	﹤0.01%	227
2024 Q1	$41K	Hold	2,407	–	–	﹤0.01%	222
2023 Q4	$41.1K	Hold	2,407	–	–	﹤0.01%	223
2023 Q3	$40.2K	Hold	2,407	–	–	﹤0.01%	228
2023 Q2	$40.5K	Hold	2,407	–	–	﹤0.01%	216
2023 Q1	$40.9K	Sell	2,407 -2,414	-50%	-$40.8K	﹤0.01%	227
2022 Q4	$81.4K	Hold	4,821	–	–	0.01%	204
2022 Q3	$80K	Hold	4,821	–	–	0.01%	216
2022 Q2	$82K	Buy	+4,821	New	+$81.7K	0.01%	226

Other funds holding SMB

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valley Wealth Managers's SMB Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in VanEck Short Muni ETF (SMB) in Q3 2026: 602 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in SMB as recently as Q1 2026.

Valley Wealth Managers first reported a position in SMB in Q2 2022 and has held it in 17 quarters since. The position peaked at $82K in Q2 2022. 12 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

Valley Wealth Managers held 602 shares of VanEck Short Muni ETF worth $10.2K as of Q3 2026.
VanEck Short Muni ETF was a new Valley Wealth Managers position in Q3 2026.
VanEck Short Muni ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #287 holding.
Valley Wealth Managers first reported a position in VanEck Short Muni ETF in Q2 2022 and has held it in 17 quarters since.
Valley Wealth Managers's VanEck Short Muni ETF position peaked at $82K in Q2 2022.
12 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.