Ancora Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ancora Advisors’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	$37.8M	Buy	391,354 +36,186	+10%	+$3.75M	0.81%	24
2025 Q4	$36.8M	Buy	355,168 +42,952	+14%	+$4.39M	0.76%	28
2025 Q3	$30.9M	Sell	312,216 -6,075	-2%	-$593K	0.62%	34
2025 Q2	$29.9M	Buy	318,291 +18,957	+6%	+$1.66M	0.62%	36
2025 Q1	$26.3M	Buy	299,334 +55,086	+23%	+$5.07M	0.59%	36
2024 Q4	$22.6M	Buy	244,248 +12,508	+5%	+$1.2M	0.51%	40
2024 Q3	$22.5M	Buy	231,740 +26,254	+13%	+$2.4M	0.51%	40
2024 Q2	$17.8M	Buy	205,486 +32,236	+19%	+$2.8M	0.44%	44
2024 Q1	$15.6M	Buy	173,250 +43,234	+33%	+$3.71M	0.35%	54
2023 Q4	$11M	Buy	130,016 +97,287	+297%	+$7.55M	0.26%	71
2023 Q3	$2.48M	Buy	32,729 +17,699	+118%	+$1.41M	0.07%	220
2023 Q2	$1.2M	Buy	15,030 +7,166	+91%	+$539K	0.03%	322
2023 Q1	$581K	Buy	7,864 +3,134	+66%	+$222K	0.02%	443
2022 Q4	$307K	Buy	4,730 +1,215	+35%	+$78.8K	0.01%	584
2022 Q3	$211K	Hold	3,515	–	–	0.01%	714
2022 Q2	$224K	Hold	3,515	–	–	0.01%	732
2022 Q1	$263K	Hold	3,515	–	–	0.01%	721
2021 Q4	$268K	Hold	3,515	–	–	0.01%	717
2021 Q3	$258K	Sell	3,515 -200	-5%	-$15.1K	0.01%	715
2021 Q2	$276K	Sell	3,715 -1,000	-21%	-$72.8K	0.01%	687
2021 Q1	$326K	Hold	4,715	–	–	0.01%	619
2020 Q4	$292K	Hold	4,715	–	–	0.01%	563
2020 Q3	$257K	Hold	4,715	–	–	0.01%	567
2020 Q2	$246K	Hold	4,715	–	–	0.01%	562
2020 Q1	$207K	Hold	4,715	–	–	0.01%	641
2019 Q4	$258K	Buy	4,715 +35	+0.7%	+$1.85K	0.01%	607
2019 Q3	$235K	Hold	4,680	–	–	0.01%	574
2019 Q2	$225K	Sell	4,680 -1,996	-30%	-$94.5K	0.01%	536
2019 Q1	$311K	Hold	6,676	–	–	0.01%	496
2018 Q4	$275K	Buy	6,676 +715	+12%	+$31.8K	0.01%	511
2018 Q3	$279K	Hold	5,961	–	–	0.01%	593
2018 Q2	$260K	Hold	5,961	–	–	0.01%	612
2018 Q1	$247K	Hold	5,961	–	–	0.01%	596
2017 Q4	$253K	Hold	5,961	–	–	0.01%	546
2017 Q3	$240K	Hold	5,961	–	–	0.01%	582
2017 Q2	$235K	Hold	5,961	–	–	0.02%	561
2017 Q1	$224K	Hold	5,961	–	–	0.02%	563
2016 Q4	$208K	Buy	+5,961	New	+$205K	0.02%	547
2015 Q3	–	Sell	-27,674	Closed	-$849K	–	512
2015 Q2	$849K	Buy	+27,674	New	+$865K	0.1%	249
2015 Q1	–	Sell	-61,131	Closed	-$1.85M	–	177
2014 Q4	$1.9M	Sell	61,131 -1,647	-3%	-$51.6K	0.23%	115
2014 Q3	$1.97M	Sell	62,778 -679	-1%	-$21.1K	0.25%	108
2014 Q2	$1.95M	Buy	63,457 +1,075	+2%	+$32.1K	0.25%	109
2014 Q1	$1.83M	Buy	62,382 +3,566	+6%	+$102K	0.26%	108
2013 Q4	$1.7M	Buy	58,816 +2,495	+4%	+$69.3K	0.26%	113
2013 Q3	$1.53M	Buy	56,321 +2,971	+6%	+$77.7K	0.26%	100
2013 Q2	$1.3M	Buy	+53,350	New	+$1.29M	0.22%	106

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

Ancora Advisors's MOAT Position: Q1 2026 in Review

Ancora Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 10% in Q1 2026, buying an estimated $3.75M and bringing the position to 391,354 shares worth $37.8M. The position accounts for 0.81% of the portfolio, ranked #24.

Ancora Advisors first reported a position in MOAT in Q2 2013 and has held it in 46 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Ancora Advisors held 391,354 shares of VanEck Morningstar Wide Moat ETF worth $37.8M as of Q1 2026.
Ancora Advisors bought 36,186 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $3.75M.
VanEck Morningstar Wide Moat ETF made up 0.81% of Ancora Advisors's portfolio in Q1 2026, its #24 holding.
Ancora Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and has held it in 46 quarters since.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.