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World Investment Advisors’s VanEck Short Muni ETF SMB Stock Holding History

World Investment Advisors’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
2024
Q4 		– Sell
-14,855
Closed -$257K – 1040
2024
Q3 		$257K Sell
14,855
-315
-2% -$5.41K 0.01% 788
2024
Q2 		$258K Buy
15,170
+10
+0.1% +$170 0.02% 533
2024
Q1 		$258K Buy
15,160
+469
+3% +$8K 0.04% 327
2023
Q4 		$251K Buy
14,691
+648
+5% +$10.9K 0.03% 334
2023
Q3 		$234K Sell
14,043
-4,604
-25% -$77.3K 0.05% 231
2023
Q2 		$314K Sell
18,647
-1,672
-8% -$28.2K 0.06% 195
2023
Q1 		$345K Buy
20,319
+222
+1% +$3.75K 0.07% 168
2022
Q4 		$339K Sell
20,097
-154
-0.8% -$2.58K 0.08% 166
2022
Q3 		$337K Sell
20,251
-677
-3% -$11.5K 0.08% 171
2022
Q2 		$359K Buy
20,928
+5
+0% +$85 0.08% 176
2022
Q1 		$358K Sell
20,923
-4,004
-16% -$70.1K 0.07% 181
2021
Q4 		$437K Buy
24,927
+1,142
+5% +$20.5K 0.09% 166
2021
Q3 		$428K Sell
23,785
-15,769
-40% -$285K 0.1% 144
2021
Q2 		$715K Sell
39,554
-9,558
-19% -$173K 0.16% 95
2021
Q1 		$886K Buy
49,112
+19,669
+67% +$356K 0.21% 80
2020
Q4 		$535K Buy
29,443
+4,852
+20% +$87.6K 0.14% 116
2020
Q3 		$444K Sell
24,591
-5,943
-19% -$107K 0.15% 91
2020
Q2 		$553K Buy
+30,534
New +$542K 0.19% 78

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

World Investment Advisors's SMB Position: Q4 2024 in Review

World Investment Advisors sold out of VanEck Short Muni ETF (SMB) in Q4 2024, closing a stake of 14,855 shares — an estimated $257K sold.

World Investment Advisors first reported a position in SMB in Q2 2020 and held it in 18 quarters. The position peaked at $886K in Q1 2021. 91 funds tracked by Wall St. Rank hold SMB as of Q4 2024.

  • World Investment Advisors reported no remaining VanEck Short Muni ETF position as of Q4 2024 after selling out during the quarter.
  • World Investment Advisors sold 14,855 VanEck Short Muni ETF shares in Q4 2024, an estimated $257K.
  • World Investment Advisors first reported a position in VanEck Short Muni ETF in Q2 2020 and held it in 18 quarters.
  • World Investment Advisors's VanEck Short Muni ETF position peaked at $886K in Q1 2021.
  • 91 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2024.

Based on World Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.