Advisory Services Network’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Advisory Services Network’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
2026 Q1	$369K	Buy	3,815 +52	+1%	+$5.39K	﹤0.01%	1457
2025 Q4	$390K	Buy	3,763 +534	+17%	+$54.5K	0.01%	1334
2025 Q3	$320K	Sell	3,229 -158	-5%	-$15.4K	﹤0.01%	1425
2025 Q2	$328K	Buy	3,387 +801	+31%	+$70.3K	0.01%	1363
2025 Q1	$228K	Sell	2,586 -796	-24%	-$73.3K	﹤0.01%	1449
2024 Q4	$314K	Buy	3,382 +899	+36%	+$86.6K	0.01%	1275
2024 Q3	$215K	Hold	2,483	–	–	﹤0.01%	1357
2024 Q2	$215K	Buy	2,483 +214	+9%	+$18.6K	﹤0.01%	1357
2024 Q1	$204K	Sell	2,269 -316	-12%	-$27.1K	﹤0.01%	1337
2023 Q4	$219K	Buy	+2,585	New	+$201K	0.01%	1234
2023 Q2	–	Sell	-1,126	Closed	-$83.1K	–	2775
2023 Q1	$83.1K	Buy	1,126 +92	+9%	+$6.53K	﹤0.01%	1746
2022 Q4	$67.1K	Buy	+1,034	New	+$67.1K	﹤0.01%	1823
2021 Q3	–	Sell	-18,268	Closed	-$1.35M	–	2516
2021 Q2	$1.35M	Buy	18,268 +6,255	+52%	+$455K	0.04%	505
2021 Q1	$832K	Buy	12,013 +333	+3%	+$21.9K	0.03%	617
2020 Q4	$724K	Sell	11,680 -404	-3%	-$23.8K	0.03%	602
2020 Q3	$660K	Hold	12,084	–	–	0.03%	538
2020 Q2	$631K	Buy	12,084 +4,971	+70%	+$248K	0.03%	523
2020 Q1	$311K	Buy	7,113 +25	+0.4%	+$1.28K	0.02%	661
2019 Q4	$388K	Buy	7,088 +5,522	+353%	+$292K	0.02%	690
2019 Q3	$75K	Hold	1,566	–	–	﹤0.01%	1187
2019 Q2	$75K	Buy	1,566 +1,251	+397%	+$59.2K	﹤0.01%	1185
2019 Q1	$15K	Buy	+315	New	+$14.2K	﹤0.01%	1712
2018 Q1	–	Sell	-159	Closed	-$7K	–	2670
2017 Q4	$7K	Buy	159 +136	+591%	+$5.61K	﹤0.01%	1967
2017 Q3	$1K	Buy	+23	New	+$910	﹤0.01%	2280

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisory Services Network's MOAT Position: Q1 2026 in Review

Advisory Services Network increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.4% in Q1 2026, buying an estimated $5.39K and bringing the position to 3,815 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Advisory Services Network first reported a position in MOAT in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.35M in Q2 2021. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Advisory Services Network held 3,815 shares of VanEck Morningstar Wide Moat ETF worth $369K as of Q1 2026.
Advisory Services Network bought 52 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $5.39K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1457 holding.
Advisory Services Network first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2017 and has held it in 24 quarters since.
Advisory Services Network's VanEck Morningstar Wide Moat ETF position peaked at $1.35M in Q2 2021.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.