Purchases and Sales Made in Q2 2024 in Vaneck Short Muni ETF (SMB)
This table provides information about the institutional ownership of Vaneck Short Muni ETF (SMB) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.19M+ 77.97% |
$20.1M - $20.3M
|
2.72M
$46.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
234K+ 27.12% |
$3.94M - $3.98M
|
1.1M
$18.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
93KNew |
$1.57M - $1.58M
|
93K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58.7K+ 64.47% |
$989K - $999K
|
150K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
36.9K+ 24.06% |
$623K - $628K
|
190K
$3.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
36.8K+ 38.87% |
$621K - $627K
|
131K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.6K+ 5.1% |
$466K - $471K
|
570K
$9.76M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 181.02% |
$373K - $376K
|
34.3K
$588K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20.4K+ 80.06% |
$344K - $348K
|
45.9K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
16.9K+ 5.48% |
$285K - $288K
|
325K
$5.57M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15K+ 2.92% |
$254K - $256K
|
531K
$9.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.5KNew |
$176K - $178K
|
10.5K
$179K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.94K+ 4.22% |
$134K - $135K
|
196K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.57K+ 7.65% |
$111K - $112K
|
92.4K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.29K+ 1.36% |
$55.6K - $56.1K
|
245K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.56K+ 2.5% |
$43.2K - $43.6K
|
105K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.15K+ 2.79% |
$36.2K - $36.5K
|
79.1K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
722+ 2.0% |
$12.2K - $12.3K
|
36.8K
$630K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
398+ 1.27% |
$6.71K - $6.78K
|
31.7K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
384+ 1.15% |
$6.48K - $6.54K
|
33.8K
$578K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
290+ 2.62% |
$4.89K - $4.94K
|
11.3K
$194K
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
186+ 0.14% |
$3.14K - $3.17K
|
130K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 3.08% |
$2.21K - $2.23K
|
4.38K
$75.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
58+ 0.59% |
$978 - $988
|
9.92K
$170K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48+ 0.05% |
$810 - $817
|
89.4K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
39+ 0.06% |
$658 - $664
|
66.5K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
BUY
|
- |
15+ 0.01% |
$253 - $255
|
149K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10+ 0.07% |
$169 - $170
|
15.2K
$260K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.06% |
$67.5 - $68.1
|
6.69K
$115K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2New |
$33.7 - $34.1
|
2
$34.3
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 0.21% |
$523 - $528
|
14.7K
$251K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-39- 0.35% |
$658 - $664
|
11.1K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-140- 3.15% |
$2.36K - $2.38K
|
4.31K
$73.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-158- 1.49% |
$2.67K - $2.69K
|
10.4K
$179K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-269- 0.59% |
$4.54K - $4.58K
|
45K
$772K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 4.72% |
$8.44K - $8.52K
|
10.1K
$173K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-693- 2.87% |
$11.7K - $11.8K
|
23.4K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-778- 2.24% |
$13.1K - $13.2K
|
34K
$582K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-847- 0.28% |
$14.3K - $14.4K
|
301K
$5.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1K- 6.58% |
$16.9K - $17K
|
14.2K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1K- 6.58% |
$16.9K - $17K
|
14.2K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.43K- 5.97% |
$24.1K - $24.3K
|
22.5K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.79K- 0.3% |
$30.3K - $30.6K
|
590K
$10.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3K- 21.07% |
$50.5K - $51K
|
11.2K
$192K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.16K- 24.09% |
$53.3K - $53.8K
|
9.96K
$171K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.31K- 8.23% |
$55.8K - $56.4K
|
36.9K
$632K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.32K- 5.75% |
$56K - $56.5K
|
54.4K
$932K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.56K- 16.22% |
$60K - $60.5K
|
18.4K
$315K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 21.98% |
$66.9K - $67.5K
|
14.1K
$241K
|