VA
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VestGen Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

VestGen Advisors’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
Q4 		– Sell
-12,867
Closed -$464K – 832
2025
Q3 		$464K Sell
12,867
-145
-1% -$5.21K 0.02% 500
2025
Q2 		$453K Sell
13,012
-55,307
-81% -$1.8M 0.02% 435
2025
Q1 		$2.24M Buy
+68,319
New +$2.39M 0.1% 177

Other funds holding SMOT

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

VestGen Advisors's SMOT Position: Q4 2025 in Review

VestGen Advisors sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q4 2025, closing a stake of 12,867 shares — an estimated $464K sold.

VestGen Advisors first reported a position in SMOT in Q1 2025 and held it in 3 quarters. The position peaked at $2.24M in Q1 2025. 109 funds tracked by Wall St. Rank hold SMOT as of Q4 2025.

  • VestGen Advisors reported no remaining VanEck Morningstar SMID Moat ETF position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 12,867 VanEck Morningstar SMID Moat ETF shares in Q4 2025, an estimated $464K.
  • VestGen Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2025 and held it in 3 quarters.
  • VestGen Advisors's VanEck Morningstar SMID Moat ETF position peaked at $2.24M in Q1 2025.
  • 109 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.