Bank of America
MOAT icon

Bank of America’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bank of America’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 		$550M Sell
5,291,391
-441,161
-8% -$44.6M 0.04% 421
2026
Q1 		$554M Sell
5,732,552
-310,846
-5% -$32.2M 0.04% 385
2025
Q4 		$626M Sell
6,043,398
-240,174
-4% -$24.5M 0.05% 350
2025
Q3 		$623M Sell
6,283,572
-504,255
-7% -$49.2M 0.04% 376
2025
Q2 		$637M Sell
6,787,827
-438,570
-6% -$38.5M 0.05% 359
2025
Q1 		$636M Sell
7,226,397
-813,448
-10% -$74.9M 0.05% 341
2024
Q4 		$745M Sell
8,039,845
-79,631
-1% -$7.67M 0.06% 291
2024
Q3 		$787M Sell
8,119,476
-424,825
-5% -$38.8M 0.06% 299
2024
Q2 		$740M Sell
8,544,301
-291,746
-3% -$25.3M 0.07% 296
2024
Q1 		$794M Buy
8,836,047
+352,083
+4% +$30.2M 0.07% 270
2023
Q4 		$720M Buy
8,483,964
+1,361,628
+19% +$106M 0.07% 270
2023
Q3 		$540M Buy
7,122,336
+997,618
+16% +$79.4M 0.06% 305
2023
Q2 		$489M Buy
6,124,718
+985,194
+19% +$74.2M 0.05% 324
2023
Q1 		$379M Sell
5,139,524
-197,843
-4% -$14M 0.04% 422
2022
Q4 		$346M Sell
5,337,367
-239,678
-4% -$15.5M 0.04% 418
2022
Q3 		$335M Sell
5,577,045
-289,473
-5% -$19.5M 0.04% 412
2022
Q2 		$374M Sell
5,866,518
-207,562
-3% -$14.2M 0.04% 393
2022
Q1 		$454M Buy
6,074,080
+161,906
+3% +$11.9M 0.04% 371
2021
Q4 		$450M Buy
5,912,174
+135,178
+2% +$10.2M 0.04% 381
2021
Q3 		$423M Buy
5,776,996
+371,668
+7% +$28M 0.04% 384
2021
Q2 		$400M Buy
5,405,328
+761,356
+16% +$55.4M 0.04% 397
2021
Q1 		$322M Buy
4,643,972
+264,744
+6% +$17.4M 0.04% 429
2020
Q4 		$272M Buy
4,379,228
+169,217
+4% +$9.97M 0.04% 428
2020
Q3 		$230M Buy
4,210,011
+9,844
+0.2% +$538K 0.03% 449
2020
Q2 		$219M Buy
4,200,167
+1,833,473
+77% +$91.3M 0.03% 436
2020
Q1 		$104M Buy
2,366,694
+255,815
+12% +$13.2M 0.02% 618
2019
Q4 		$116M Buy
2,110,879
+208,158
+11% +$11M 0.02% 699
2019
Q3 		$95.4M Buy
1,902,721
+351,204
+23% +$17.2M 0.01% 761
2019
Q2 		$74.5M Buy
1,551,517
+351,556
+29% +$16.6M 0.01% 886
2019
Q1 		$56M Buy
1,199,961
+644,941
+116% +$29.2M 0.01% 1043
2018
Q4 		$22.9M Buy
555,020
+103,251
+23% +$4.59M ﹤0.01% 1563
2018
Q3 		$21.1M Buy
451,769
+80,519
+22% +$3.67M ﹤0.01% 1778
2018
Q2 		$16.2M Buy
371,250
+5,561
+2% +$237K ﹤0.01% 2008
2018
Q1 		$15.2M Sell
365,689
-56,108
-13% -$2.44M ﹤0.01% 2021
2017
Q4 		$17.9M Buy
421,797
+60,608
+17% +$2.5M ﹤0.01% 1906
2017
Q3 		$14.6M Buy
361,189
+17,711
+5% +$701K ﹤0.01% 2146
2017
Q2 		$13.6M Buy
343,478
+56,378
+20% +$2.16M ﹤0.01% 2082
2017
Q1 		$10.8M Sell
287,100
-11,936
-4% -$440K ﹤0.01% 2313
2016
Q4 		$10.4M Buy
299,036
+38,900
+15% +$1.34M ﹤0.01% 2283
2016
Q3 		$8.86M Buy
260,136
+73,185
+39% +$2.5M ﹤0.01% 2344
2016
Q2 		$6.08M Buy
186,951
+2,157
+1% +$69.5K ﹤0.01% 2637
2016
Q1 		$5.68M Sell
184,794
-30,590
-14% -$875K ﹤0.01% 2661
2015
Q4 		$6.23M Sell
215,384
-10,040
-4% -$299K ﹤0.01% 2731
2015
Q3 		$6.3M Sell
225,424
-91,472
-29% -$2.74M ﹤0.01% 2647
2015
Q2 		$9.72M Sell
316,896
-48,426
-13% -$1.51M ﹤0.01% 1959
2015
Q1 		$11.1M Sell
365,322
-244,066
-40% -$7.37M ﹤0.01% 1777
2014
Q4 		$18.9M Buy
609,388
+30,452
+5% +$953K 0.01% 1421
2014
Q3 		$18.1M Buy
578,936
+80,751
+16% +$2.51M 0.01% 1472
2014
Q2 		$15.3M Buy
498,185
+26,733
+6% +$799K ﹤0.01% 1594
2014
Q1 		$13.8M Buy
471,452
+160,858
+52% +$4.61M 0.01% 1533
2013
Q4 		$8.96M Buy
310,594
+76,365
+33% +$2.12M ﹤0.01% 1948
2013
Q3 		$6.36M Buy
234,229
+46,658
+25% +$1.22M ﹤0.01% 2192
2013
Q2 		$4.58M Buy
+187,571
New +$4.55M ﹤0.01% 2360

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Bank of America's MOAT Position: Q2 2026 in Review

Bank of America reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.7% in Q2 2026, selling an estimated $44.6M and leaving 5,291,391 shares worth $550M. The position accounts for 0.04% of the portfolio, ranked #421.

Bank of America first reported a position in MOAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $794M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Bank of America held 5,291,391 shares of VanEck Morningstar Wide Moat ETF worth $550M as of Q2 2026.
  • Bank of America sold 441,161 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $44.6M.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Bank of America's portfolio in Q2 2026, its #421 holding.
  • Bank of America first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of America's VanEck Morningstar Wide Moat ETF position peaked at $794M in Q1 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.