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Boulay Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Boulay Financial 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
Q1 		$215M Buy
2,220,212
+87,513
+4% +$9.07M 24.64% 2
2025
Q4 		$221M Buy
2,132,699
+13,325
+0.6% +$1.36M 25.97% 2
2025
Q3 		$210M Buy
2,119,374
+41,023
+2% +$4M 29.48% 2
2025
Q2 		$195M Buy
2,078,351
+268,842
+15% +$23.6M 29.4% 2
2025
Q1 		$159M Buy
+1,809,509
New +$167M 53.2% 1

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Boulay Financial Advisors's MOAT Position: Q1 2026 in Review

Boulay Financial Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.1% in Q1 2026, buying an estimated $9.07M and bringing the position to 2,220,212 shares worth $215M. The position accounts for 24.64% of the portfolio, ranked #2.

Boulay Financial Advisors first reported a position in MOAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $221M in Q4 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Boulay Financial Advisors held 2,220,212 shares of VanEck Morningstar Wide Moat ETF worth $215M as of Q1 2026.
  • Boulay Financial Advisors bought 87,513 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $9.07M.
  • VanEck Morningstar Wide Moat ETF made up 24.64% of Boulay Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • Boulay Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 5 quarters since.
  • Boulay Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $221M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Boulay Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.