Vestmark Advisory Solutions’s VanEck Short Muni ETF SMB Stock Holding History

Vestmark Advisory Solutions’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
2023 Q2	–	Sell	-10,389	Closed	-$177K	–	918
2023 Q1	$177K	Buy	+10,389	New	+$176K	0.01%	834

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vestmark Advisory Solutions's SMB Position: Q2 2023 in Review

Vestmark Advisory Solutions sold out of VanEck Short Muni ETF (SMB) in Q2 2023, closing a stake of 10,389 shares — an estimated $177K sold.

Vestmark Advisory Solutions first reported a position in SMB in Q1 2023 and held it in 1 quarter. The position peaked at $177K in Q1 2023. 100 funds tracked by Wall St. Rank hold SMB as of Q2 2023.

Vestmark Advisory Solutions reported no remaining VanEck Short Muni ETF position as of Q2 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 10,389 VanEck Short Muni ETF shares in Q2 2023, an estimated $177K.
Vestmark Advisory Solutions first reported a position in VanEck Short Muni ETF in Q1 2023 and held it in 1 quarter.
Vestmark Advisory Solutions's VanEck Short Muni ETF position peaked at $177K in Q1 2023.
100 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2023, filed 7 Aug 2023.