Purchases and Sales Made in Q1 2023 in Vaneck Short Muni ETF (SMB)
This table provides information about the institutional ownership of Vaneck Short Muni ETF (SMB) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK SHORT MUNI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
297K+ 770.89% |
$4.95M - $5.07M
|
335K
$5.74M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.8KNew |
$965K - $987K
|
57.8K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.6K+ 5.96% |
$794K - $813K
|
845K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.6KNew |
$578K - $591K
|
34.6K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
28.5KNew |
$476K - $487K
|
28.5K
$488K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
25.3K+ 26.13% |
$423K - $433K
|
122K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23K+ 13.09% |
$384K - $393K
|
199K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.6KNew |
$261K - $267K
|
15.6K
$268K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
15KNew |
$251K - $256K
|
15K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 9.55% |
$209K - $214K
|
143K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12.5KNew |
$209K - $214K
|
12.5K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.4K+ 9.78% |
$207K - $212K
|
139K
$2.39M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2KNew |
$187K - $192K
|
11.2K
$192K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.6KNew |
$177K - $181K
|
10.6K
$181K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.4KNew |
$173K - $178K
|
10.4K
$178K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.32K+ 50.21% |
$139K - $142K
|
24.9K
$426K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
7.93K+ 4.55% |
$132K - $136K
|
182K
$3.12M
|
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
6.8K+ 6.66% |
$114K - $116K
|
109K
$1.86M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.58K+ 5.74% |
$110K - $112K
|
121K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.36K+ 31.85% |
$106K - $109K
|
26.3K
$451K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
4.45K+ 2.84% |
$74.3K - $76.1K
|
161K
$2.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.08K+ 7.31% |
$51.4K - $52.6K
|
45.2K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.58KNew |
$43.1K - $44.1K
|
2.58K
$44.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.45K+ 1.79% |
$40.9K - $41.9K
|
139K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.37K+ 3.14% |
$39.5K - $40.4K
|
77.8K
$1.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
404New |
$6.75K - $6.9K
|
404
$6.92K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
222+ 1.1% |
$3.71K - $3.79K
|
20.3K
$348K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
63+ 0.17% |
$1.05K - $1.08K
|
36.1K
$618K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
60+ 0.38% |
$1K - $1.03K
|
15.9K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 0.32% |
$351 - $359
|
6.56K
$112K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
16+ 0.02% |
$267 - $273
|
66.4K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15+ 0.14% |
$251 - $256
|
11.1K
$190K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 0.06% |
$184 - $188
|
19.5K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 0.01% |
$83.5 - $85.5
|
38.6K
$661K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-18- 0.01% |
$301 - $308
|
229K
$3.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-41- 0.38% |
$685 - $701
|
10.7K
$184K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-71- 1.04% |
$1.19K - $1.21K
|
6.78K
$116K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-132- 0.44% |
$2.2K - $2.26K
|
29.9K
$512K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-326- 45.79% |
$5.44K - $5.57K
|
386
$6.61K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-326- 45.79% |
$5.44K - $5.57K
|
386
$6.61K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-548- 2.93% |
$9.15K - $9.37K
|
18.1K
$311K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-710- 0.71% |
$11.9K - $12.1K
|
99.8K
$1.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-710- 0.71% |
$11.9K - $12.1K
|
99.8K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.19K- 7.21% |
$19.8K - $20.3K
|
15.3K
$262K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.41K- 50.07% |
$40.3K - $41.3K
|
2.41K
$41.2K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.06K- 10.78% |
$51.1K - $52.3K
|
25.3K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.23K- 0.9% |
$53.9K - $55.1K
|
354K
$6.06M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.41K- 28.79% |
$73.6K - $75.4K
|
10.9K
$187K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-5.45K- 43.57% |
$91K - $93.1K
|
7.05K
$121K
|