Woodmont Investment Counsel’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Woodmont Investment Counsel’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 Q2	$664K	Hold	17,097	–	–	0.04%	167
2026 Q1	$602K	Sell	17,097 -2,353	-12%	-$86K	0.04%	175
2025 Q4	$704K	Sell	19,450 -3,256	-14%	-$118K	0.04%	156
2025 Q3	$819K	Sell	22,706 -152,933	-87%	-$5.5M	0.05%	149
2025 Q2	$6.11M	Buy	175,639 +595	+0.3%	+$19.4K	0.4%	51
2025 Q1	$5.74M	Buy	175,044 +11,107	+7%	+$388K	0.41%	55
2024 Q4	$5.65M	Buy	163,937 +4,527	+3%	+$162K	0.42%	57
2024 Q3	$5.58M	Buy	159,410 +6,560	+4%	+$217K	0.42%	52
2024 Q2	$4.89M	Buy	152,850 +7,204	+5%	+$233K	0.4%	51
2024 Q1	$4.97M	Buy	145,646 +1,643	+1%	+$52.4K	0.42%	50
2023 Q4	$4.54M	Sell	144,003 -1,432	-1%	-$40.9K	0.42%	51
2023 Q3	$4.13M	Buy	+145,435	New	+$4.33M	0.44%	54

Other funds holding SMOT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Woodmont Investment Counsel's SMOT Position: Q2 2026 in Review

Woodmont Investment Counsel held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 17,097 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #167.

Woodmont Investment Counsel first reported a position in SMOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.11M in Q2 2025. 53 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Woodmont Investment Counsel held 17,097 shares of VanEck Morningstar SMID Moat ETF worth $664K as of Q2 2026.
Woodmont Investment Counsel left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar SMID Moat ETF made up 0.04% of Woodmont Investment Counsel's portfolio in Q2 2026, its #167 holding.
Woodmont Investment Counsel first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 12 quarters since.
Woodmont Investment Counsel's VanEck Morningstar SMID Moat ETF position peaked at $6.11M in Q2 2025.
53 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.