Vanguard Group
SMBK icon

Vanguard Group’s SmartFinancial SMBK Stock Holding History

Vanguard Group’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$31.5M Buy
850,823
+3,845
+0.5% +$139K ﹤0.01% 2415
2025
Q3 		$30.3M Buy
846,978
+26,373
+3% +$944K ﹤0.01% 2415
2025
Q2 		$27.7M Buy
820,605
+25,738
+3% +$795K ﹤0.01% 2400
2025
Q1 		$24.7M Sell
794,867
-23,205
-3% -$771K ﹤0.01% 2414
2024
Q4 		$25.3M Sell
818,072
-38,576
-5% -$1.28M ﹤0.01% 2475
2024
Q3 		$25M Buy
856,648
+51,680
+6% +$1.42M ﹤0.01% 2481
2024
Q2 		$19.1M Buy
804,968
+15,735
+2% +$340K ﹤0.01% 2599
2024
Q1 		$16.6M Buy
789,233
+19,490
+3% +$431K ﹤0.01% 2688
2023
Q4 		$18.9M Buy
769,743
+1,195
+0.2% +$26.4K ﹤0.01% 2619
2023
Q3 		$16.4M Buy
768,548
+2,369
+0.3% +$54.8K ﹤0.01% 2629
2023
Q2 		$16.5M Sell
766,179
-7,733
-1% -$169K ﹤0.01% 2676
2023
Q1 		$17.9M Buy
773,912
+24,580
+3% +$641K ﹤0.01% 2636
2022
Q4 		$20.6M Buy
749,332
+60,376
+9% +$1.7M ﹤0.01% 2612
2022
Q3 		$17M Sell
688,956
-2,263
-0.3% -$57.1K ﹤0.01% 2702
2022
Q2 		$16.7M Buy
691,219
+2,812
+0.4% +$69.9K ﹤0.01% 2730
2022
Q1 		$17.6M Sell
688,407
-2,000
-0.3% -$53K ﹤0.01% 2843
2021
Q4 		$18.9M Buy
690,407
+9,459
+1% +$251K ﹤0.01% 2867
2021
Q3 		$17.6M Sell
680,948
-5,576
-0.8% -$138K ﹤0.01% 2933
2021
Q2 		$16.5M Sell
686,524
-41,362
-6% -$974K ﹤0.01% 2932
2021
Q1 		$15.8M Buy
727,886
+18,325
+3% +$387K ﹤0.01% 2915
2020
Q4 		$12.9M Buy
709,561
+4,213
+0.6% +$69.4K ﹤0.01% 2860
2020
Q3 		$9.59M Sell
705,348
-48,925
-6% -$692K ﹤0.01% 2810
2020
Q2 		$12.2M Buy
754,273
+10,180
+1% +$149K ﹤0.01% 2665
2020
Q1 		$11.3M Buy
744,093
+111,014
+18% +$2.18M ﹤0.01% 2563
2019
Q4 		$15M Buy
633,079
+81,155
+15% +$1.79M ﹤0.01% 2665
2019
Q3 		$11.5M Buy
551,924
+7,686
+1% +$162K ﹤0.01% 2740
2019
Q2 		$11.8M Buy
544,238
+20,644
+4% +$427K ﹤0.01% 2763
2019
Q1 		$9.9M Buy
523,594
+17,397
+3% +$332K ﹤0.01% 2829
2018
Q4 		$9.25M Buy
506,197
+27,205
+6% +$564K ﹤0.01% 2806
2018
Q3 		$11.3M Buy
478,992
+52,140
+12% +$1.3M ﹤0.01% 2858
2018
Q2 		$11M Buy
426,852
+103,048
+32% +$2.52M ﹤0.01% 2858
2018
Q1 		$7.63M Buy
323,804
+66,706
+26% +$1.49M ﹤0.01% 2958
2017
Q4 		$5.58M Buy
257,098
+12,140
+5% +$279K ﹤0.01% 3092
2017
Q3 		$5.89M Buy
244,958
+19,802
+9% +$472K ﹤0.01% 3055
2017
Q2 		$5.38M Buy
225,156
+66,143
+42% +$1.52M ﹤0.01% 3056
2017
Q1 		$3.35M Buy
159,013
+8,680
+6% +$182K ﹤0.01% 3210
2016
Q4 		$2.98M Buy
150,333
+1,100
+0.7% +$19.9K ﹤0.01% 3230
2016
Q3 		$2.42M Buy
149,233
+1,281
+0.9% +$20.2K ﹤0.01% 3315
2016
Q2 		$2.27M Buy
147,952
+8,158
+6% +$133K ﹤0.01% 3338
2016
Q1 		$2.59M Buy
+139,794
New +$2.23M ﹤0.01% 3278

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Vanguard Group's SMBK Position: Q4 2025 in Review

Vanguard Group increased its SmartFinancial (SMBK) stake by 0.45% in Q4 2025, buying an estimated $139K and bringing the position to 850,823 shares worth $31.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Vanguard Group first reported a position in SMBK in Q1 2016 and has held it in 40 quarters since. 166 funds tracked by Wall St. Rank hold SMBK as of Q4 2025.

  • Vanguard Group held 850,823 shares of SmartFinancial worth $31.5M as of Q4 2025.
  • Vanguard Group bought 3,845 SmartFinancial shares in Q4 2025, an estimated $139K.
  • SmartFinancial made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2415 holding.
  • Vanguard Group first reported a position in SmartFinancial in Q1 2016 and has held it in 40 quarters since.
  • 166 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.