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

Bay Colony 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 		$1.08M Sell
10,409
-1,629
-14% -$165K 0.12% 149
2026
Q1 		$1.16M Sell
12,038
-9,889
-45% -$1.03M 0.14% 145
2025
Q4 		$2.27M Sell
21,927
-1,268
-5% -$129K 0.27% 70
2025
Q3 		$2.3M Buy
23,195
+615
+3% +$60K 0.27% 76
2025
Q2 		$2.12M Sell
22,580
-2,182
-9% -$191K 0.29% 74
2025
Q1 		$2.17M Buy
24,762
+135
+0.5% +$12.4K 0.33% 68
2024
Q4 		$2.28M Buy
24,627
+569
+2% +$54.8K 0.34% 69
2024
Q3 		$2.33M Buy
24,058
+1,896
+9% +$173K 0.35% 61
2024
Q2 		$1.92M Sell
22,162
-1,494
-6% -$130K 0.32% 68
2024
Q1 		$2.13M Buy
23,656
+7,509
+47% +$644K 0.37% 57
2023
Q4 		$1.37M Buy
16,147
+13,462
+501% +$1.05M 0.27% 83
2023
Q3 		$204K Buy
+2,685
New +$214K 0.05% 310
2022
Q2 		– Sell
-5,147
Closed -$385K – 371
2022
Q1 		$385K Sell
5,147
-144
-3% -$10.6K 0.09% 218
2021
Q4 		$403K Buy
5,291
+52
+1% +$3.94K 0.12% 214
2021
Q3 		$384K Hold
5,239
– – 0.13% 197
2021
Q2 		$388K Buy
5,239
+1,243
+31% +$90.5K 0.13% 204
2021
Q1 		$277K Buy
3,996
+37
+0.9% +$2.44K 0.11% 243
2020
Q4 		$245K Buy
3,959
+189
+5% +$11.1K 0.13% 227
2020
Q3 		$206K Buy
+3,770
New +$206K 0.13% 226
2020
Q1 		– Sell
-4,361
Closed -$244K – 222
2019
Q4 		$244K Buy
+4,361
New +$231K 0.16% 223
2018
Q3 		– Sell
-2,020
Closed -$88K – 635
2018
Q2 		$88K Buy
+2,020
New +$86K 0.06% 269

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

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

Bay Colony Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 14% in Q2 2026, selling an estimated $165K and leaving 10,409 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #149.

Bay Colony Advisors first reported a position in MOAT in Q2 2018 and has held it in 21 quarters since. The position peaked at $2.33M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Bay Colony Advisors held 10,409 shares of VanEck Morningstar Wide Moat ETF worth $1.08M as of Q2 2026.
  • Bay Colony Advisors sold 1,629 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $165K.
  • VanEck Morningstar Wide Moat ETF made up 0.12% of Bay Colony Advisors's portfolio in Q2 2026, its #149 holding.
  • Bay Colony Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2018 and has held it in 21 quarters since.
  • Bay Colony Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.33M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.