Vise Technologies’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Vise Technologies’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 Q1	$1.31M	Hold	36,082	–	–	0.03%	499
2025 Q4	$1.31M	Buy	+36,082	New	+$1.3M	0.03%	500

Other funds holding SMOT

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Vise Technologies's SMOT Position: Q1 2026 in Review

Vise Technologies held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q1 2026 at 36,082 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #499.

Vise Technologies first reported a position in SMOT in Q4 2025 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Vise Technologies held 36,082 shares of VanEck Morningstar SMID Moat ETF worth $1.31M as of Q1 2026.
Vise Technologies left its VanEck Morningstar SMID Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar SMID Moat ETF made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #499 holding.
Vise Technologies first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2025 and has held it in 2 quarters since.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.