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Whitaker-Myers Wealth Managers’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Whitaker-Myers Wealth Managers’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
-7,280
Closed -$263K – 127
2025
Q3 		$263K Buy
7,280
+50
+0.7% +$1.8K 0.06% 107
2025
Q2 		$252K Buy
7,230
+580
+9% +$18.9K 0.06% 99
2025
Q1 		$218K Buy
6,650
+763
+13% +$26.6K 0.06% 108
2024
Q4 		$203K Buy
+5,887
New +$210K 0.06% 118

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

Whitaker-Myers Wealth Managers's SMOT Position: Q4 2025 in Review

Whitaker-Myers Wealth Managers sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q4 2025, closing a stake of 7,280 shares — an estimated $263K sold.

Whitaker-Myers Wealth Managers first reported a position in SMOT in Q4 2024 and held it in 4 quarters. The position peaked at $263K in Q3 2025. 109 funds tracked by Wall St. Rank hold SMOT as of Q4 2025.

  • Whitaker-Myers Wealth Managers reported no remaining VanEck Morningstar SMID Moat ETF position as of Q4 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 7,280 VanEck Morningstar SMID Moat ETF shares in Q4 2025, an estimated $263K.
  • Whitaker-Myers Wealth Managers first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2024 and held it in 4 quarters.
  • Whitaker-Myers Wealth Managers's VanEck Morningstar SMID Moat ETF position peaked at $263K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2025, filed 22 Jan 2026.