Atlantic Union Bankshares’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Atlantic Union Bankshares’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 Q2	$248K	Buy	2,386 +2,026	+563%	+$205K	﹤0.01%	583
2026 Q1	$34.8K	Hold	360	–	–	﹤0.01%	990
2025 Q4	$37.3K	Hold	360	–	–	﹤0.01%	974
2025 Q3	$35.7K	Hold	360	–	–	﹤0.01%	996
2025 Q2	$33.8K	Buy	+360	New	+$31.6K	﹤0.01%	726

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atlantic Union Bankshares's MOAT Position: Q2 2026 in Review

Atlantic Union Bankshares increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 563% in Q2 2026, buying an estimated $205K and bringing the position to 2,386 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Atlantic Union Bankshares first reported a position in MOAT in Q2 2025 and has held it in 5 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Atlantic Union Bankshares held 2,386 shares of VanEck Morningstar Wide Moat ETF worth $248K as of Q2 2026.
Atlantic Union Bankshares bought 2,026 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $205K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #583 holding.
Atlantic Union Bankshares first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 5 quarters since.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.