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

Bay Capital 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 Q2	$306K	Hold	2,940	–	–	0.16%	86
2026 Q1	$284K	Sell	2,940 -175	-6%	-$18.1K	0.18%	92
2025 Q4	$323K	Buy	3,115 +8	+0.3%	+$817	0.2%	84
2025 Q3	$308K	Hold	3,107	–	–	0.2%	85
2025 Q2	$291K	Hold	3,107	–	–	0.22%	88
2025 Q1	$273K	Sell	3,107 -485	-14%	-$44.6K	0.23%	90
2024 Q4	$333K	Buy	+3,592	New	+$346K	0.27%	82

Other funds holding MOAT

MFIM

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

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bay Capital Advisors's MOAT Position: Q2 2026 in Review

Bay Capital Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,940 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #86.

Bay Capital Advisors first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q4 2024. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Bay Capital Advisors held 2,940 shares of VanEck Morningstar Wide Moat ETF worth $306K as of Q2 2026.
Bay Capital Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.16% of Bay Capital Advisors's portfolio in Q2 2026, its #86 holding.
Bay Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $333K in Q4 2024.
219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.