BIP Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

BIP Wealth’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 Q1	$667K	Buy	6,903 +4,694	+212%	+$487K	0.03%	250
2025 Q4	$229K	Hold	2,209	–	–	0.01%	412
2025 Q3	$219K	Hold	2,209	–	–	0.01%	287
2025 Q2	$207K	Buy	+2,209	New	+$194K	0.01%	263
2025 Q1	–	Sell	-2,209	Closed	-$205K	–	287
2024 Q4	$205K	Hold	2,209	–	–	0.01%	259
2024 Q3	$214K	Buy	+2,209	New	+$202K	0.01%	225

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BIP Wealth's MOAT Position: Q1 2026 in Review

BIP Wealth increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 212% in Q1 2026, buying an estimated $487K and bringing the position to 6,903 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #250.

BIP Wealth first reported a position in MOAT in Q3 2024 and has held it in 6 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

BIP Wealth held 6,903 shares of VanEck Morningstar Wide Moat ETF worth $667K as of Q1 2026.
BIP Wealth bought 4,694 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $487K.
VanEck Morningstar Wide Moat ETF made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #250 holding.
BIP Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 6 quarters since.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.