SMB — VANECK ETF TRUST

Ownership history in IMPACTfolio, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which IMPACTfolio, LLC reported a position in VANECK ETF TRUST (SMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.6% (2022 Q4)
Avg. % of fund
1.37%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 163,790 +3,937 +2.5% 1.20% $2.9M $17.33
2025 Q3 ADDED 159,853 +3,181 +2.0% 1.20% $2.8M $17.19
2025 Q2 ADDED 156,672 +5,075 +3.3% 1.28% $2.7M $16.92
2025 Q1 ADDED 151,597 +13,357 +9.7% 1.37% $2.6M $16.69
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SMB price (monthly, adj. close)

Other funds also holding SMB

As of 2025 Q4 — sorted by position size

MY Wealth Management Inc. 3Y 3.22% MidWestOne Financial Group, Inc. 3Y 0.4% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.31% Willis Johnson & Associates, Inc. 3Y 0.23% ORBA Wealth Advisors, L.L.C. 0.22% Strategic Financial Concepts, LLC 0.22% Westside Investment Management, Inc. 3Y 7Y 0.19% Janney Capital Management LLC 3Y 7Y 0.16% Allworth Financial LP 3Y 7Y 0.15% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.12%
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