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Vaneck Etf Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vaneck Etf Trust (SMOT) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vaneck Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Etf Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Etf Trust by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 65k 35.03
2024-06-30 $2.2M 67k 31.96
2024-03-31 $2.4M 72k 34.11
2023-12-31 $1.6M 51k 31.50

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Vaneck Etf Trust

Gradient Investments
LPL Financial
Principle Wealth Partners
Bank of America Corporation
Financial Management Network
Apexium Financial
Mesirow Financial Investment Management International Equity
Raymond James & Associates
Woodmont Investment Counsel
Kestra Advisory Services
Cambridge Investment Research Advisors
Brown Financial Advisors
Mml Investors Services
Eubel Brady & Suttman Asset Management
Cetera Investment Advisers

View all funds holding Vaneck Etf Trust