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SMOTSMOT
10 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANECK MORNINGSTAR SMID MOAT

EP Wealth Advisors, LLC holds 20,242 shares of SMOT (VANECK MORNINGSTAR SMID MOAT), worth $786,604 as of 2026-Q2. The position was decreased (-8.9% shares). SMOT represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$786,604

Current Shares

20,242

Total Value Change

-$815,329

Total Shares Change

-30,613

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
20,242
-8.9%
$786,6040.0%$38.86
0
2026-Q1
Decreased
22,215
-18.5%
$781,7460.0%$36.64
0
2025-Q4
Decreased
27,265
-7.2%
$986,9930.0%$36.51
0
2025-Q2
Decreased
29,375
-53.3%
$1M0.0%$34.27
0
2025-Q1
Unchanged
62,950
0.0%
$2.1M0.0%$32.23
0
2024-Q4
Decreased
62,950
-3.7%
$2.2M0.0%$33.99
0
2024-Q3
Decreased
65,350
-3.0%
$2.3M0.0%$34.18
0
2024-Q2
Decreased
67,350
-6.1%
$2.2M0.0%$31.16
0
2024-Q1
Increased
71,745
+41.1%
$2.4M0.0%$33.26
35
2023-Q4
New
50,855
-
$1.6M0.0%$30.72
35

Other major holders of SMOT: LPL Financial LLC, GREAT LAKES ADVISORS, LLC

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