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Brighton Jones LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Brighton Jones LLC’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 		$487K Buy
+5,038
New +$522K 0.01% 708
2025
Q4 		– Sell
-5,184
Closed -$514K – 606
2025
Q3 		$514K Hold
5,184
– – 0.01% 619
2025
Q2 		$486K Buy
5,184
+141
+3% +$12.4K 0.01% 546
2025
Q1 		$444K Sell
5,043
-652
-11% -$60K 0.01% 422
2024
Q4 		$528K Buy
+5,695
New +$549K 0.02% 375
2024
Q3 		– Sell
-5,408
Closed -$468K – 639
2024
Q2 		$468K Buy
5,408
+200
+4% +$17.4K 0.02% 365
2024
Q1 		$468K Sell
5,208
-286
-5% -$24.5K 0.02% 362
2023
Q4 		$466K Sell
5,494
-177
-3% -$13.7K 0.02% 335
2023
Q3 		$430K Buy
5,671
+177
+3% +$14.1K 0.02% 321
2023
Q2 		$438K Sell
5,494
-172
-3% -$12.9K 0.02% 315
2023
Q1 		$418K Hold
5,666
– – 0.02% 318
2022
Q4 		$368K Buy
5,666
+1
+0% +$65 0.02% 295
2022
Q3 		$340K Sell
5,665
-478
-8% -$32.1K 0.02% 310
2022
Q2 		$392K Sell
6,143
-615
-9% -$42.2K 0.02% 288
2022
Q1 		$505K Buy
6,758
+81
+1% +$5.97K 0.02% 275
2021
Q4 		$508K Buy
6,677
+1
+0% +$76 0.02% 279
2021
Q3 		$489K Hold
6,676
– – 0.03% 275
2021
Q2 		$494K Buy
6,676
+344
+5% +$25K 0.03% 257
2021
Q1 		$439K Hold
6,332
– – 0.03% 247
2020
Q4 		$393K Sell
6,332
-516
-8% -$30.4K 0.02% 248
2020
Q3 		$374K Hold
6,848
– – 0.03% 224
2020
Q2 		$358K Buy
6,848
+502
+8% +$25K 0.03% 201
2020
Q1 		$278K Hold
6,346
– – 0.03% 219
2019
Q4 		$348K Buy
6,346
+1,747
+38% +$92.4K 0.04% 218
2019
Q3 		$231K Hold
4,599
– – 0.03% 269
2019
Q2 		$221K Hold
4,599
– – 0.03% 270
2019
Q1 		$215K Buy
+4,599
New +$208K 0.03% 280

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 $445B AUM 25.58% 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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

Brighton Jones LLC's MOAT Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026: 5,038 shares worth $487K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in MOAT as recently as Q3 2025.

Brighton Jones LLC first reported a position in MOAT in Q1 2019 and has held it in 27 quarters since. The position peaked at $528K in Q4 2024. 722 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Brighton Jones LLC held 5,038 shares of VanEck Morningstar Wide Moat ETF worth $487K as of Q1 2026.
  • VanEck Morningstar Wide Moat ETF was a new Brighton Jones LLC position in Q1 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #708 holding.
  • Brighton Jones LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 27 quarters since.
  • Brighton Jones LLC's VanEck Morningstar Wide Moat ETF position peaked at $528K in Q4 2024.
  • 722 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.