Advisor OS
MOAT icon

Advisor OS’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Advisor OS’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-56,481
Closed -$5.3M – 500
2025
Q2 		$5.3M Buy
56,481
+7,123
+14% +$625K 0.52% 30
2025
Q1 		$4.34M Buy
49,358
+2,818
+6% +$259K 0.49% 33
2024
Q4 		$4.32M Buy
46,540
+8,146
+21% +$785K 0.5% 32
2024
Q3 		$3.72M Buy
38,394
+6,109
+19% +$559K 0.37% 47
2024
Q2 		$2.8M Buy
32,285
+11,106
+52% +$965K 0.31% 59
2024
Q1 		$1.9M Buy
21,179
+13,259
+167% +$1.14M 0.22% 85
2023
Q4 		$672K Buy
+7,920
New +$615K 0.09% 178

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Advisor OS's MOAT Position: Q3 2025 in Review

Advisor OS sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 56,481 shares — an estimated $5.3M sold.

Advisor OS first reported a position in MOAT in Q4 2023 and held it in 7 quarters. The position peaked at $5.3M in Q2 2025. 683 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Advisor OS reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 56,481 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $5.3M.
  • Advisor OS first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 7 quarters.
  • Advisor OS's VanEck Morningstar Wide Moat ETF position peaked at $5.3M in Q2 2025.
  • 683 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.