Baird Financial Group
MOAT icon

Baird Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Baird Financial Group’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 		$14.4M Buy
138,403
+740
+0.5% +$74.8K 0.02% 497
2026
Q1 		$13.3M Buy
137,663
+23,331
+20% +$2.42M 0.02% 481
2025
Q4 		$11.8M Sell
114,332
-4,455
-4% -$455K 0.02% 492
2025
Q3 		$11.8M Sell
118,787
-2,037
-2% -$199K 0.02% 500
2025
Q2 		$11.3M Sell
120,824
-13,618
-10% -$1.19M 0.02% 497
2025
Q1 		$11.8M Buy
134,442
+2,127
+2% +$196K 0.02% 478
2024
Q4 		$12.3M Sell
132,315
-4,453
-3% -$429K 0.02% 460
2024
Q3 		$13.3M Buy
136,768
+20,894
+18% +$1.91M 0.03% 435
2024
Q2 		$10M Sell
115,874
-22,636
-16% -$1.97M 0.02% 478
2024
Q1 		$12.5M Buy
138,510
+28,174
+26% +$2.42M 0.03% 423
2023
Q4 		$9.36M Buy
110,336
+3,790
+4% +$294K 0.02% 466
2023
Q3 		$8.08M Buy
106,546
+6,220
+6% +$495K 0.02% 483
2023
Q2 		$8.01M Buy
100,326
+55,985
+126% +$4.21M 0.02% 496
2023
Q1 		$3.27M Buy
44,341
+19,619
+79% +$1.39M 0.01% 734
2022
Q4 		$1.6M Buy
24,722
+531
+2% +$34.4K ﹤0.01% 941
2022
Q3 		$1.45M Sell
24,191
-50,971
-68% -$3.43M ﹤0.01% 946
2022
Q2 		$4.79M Sell
75,162
-5,648
-7% -$388K 0.01% 591
2022
Q1 		$6.04M Buy
80,810
+2,047
+3% +$151K 0.01% 561
2021
Q4 		$6M Buy
78,763
+29,697
+61% +$2.25M 0.01% 572
2021
Q3 		$3.59M Sell
49,066
-1,572
-3% -$118K 0.01% 718
2021
Q2 		$3.75M Buy
50,638
+335
+0.7% +$24.4K 0.01% 697
2021
Q1 		$3.48M Buy
50,303
+6,762
+16% +$446K 0.01% 688
2020
Q4 		$2.7M Sell
43,541
-9,140
-17% -$538K 0.01% 716
2020
Q3 		$2.88M Buy
52,681
+2,996
+6% +$164K 0.01% 639
2020
Q2 		$2.6M Sell
49,685
-12,915
-21% -$643K 0.01% 657
2020
Q1 		$2.74M Sell
62,600
-5,088
-8% -$262K 0.01% 593
2019
Q4 		$3.71M Buy
67,688
+8,152
+14% +$431K 0.01% 600
2019
Q3 		$2.99M Buy
59,536
+16,666
+39% +$817K 0.01% 658
2019
Q2 		$2.06M Buy
42,870
+27,368
+177% +$1.3M 0.01% 773
2019
Q1 		$723K Buy
+15,502
New +$701K ﹤0.01% 944

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baird Financial Group's MOAT Position: Q2 2026 in Review

Baird Financial Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.54% in Q2 2026, buying an estimated $74.8K and bringing the position to 138,403 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #497.

Baird Financial Group first reported a position in MOAT in Q1 2019 and has held it in 30 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Baird Financial Group held 138,403 shares of VanEck Morningstar Wide Moat ETF worth $14.4M as of Q2 2026.
  • Baird Financial Group bought 740 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $74.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #497 holding.
  • Baird Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 30 quarters since.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.