Brown Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Brown Advisory’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	$1.42M	Buy	14,668 +1,089	+8%	+$113K	﹤0.01%	754
2025 Q4	$1.41M	Hold	13,579	–	–	﹤0.01%	755
2025 Q3	$1.35M	Hold	13,579	–	–	﹤0.01%	751
2025 Q2	$1.27M	Sell	13,579 -100	-0.7%	-$8.77K	﹤0.01%	752
2025 Q1	$1.2M	Hold	13,679	–	–	﹤0.01%	730
2024 Q4	$1.27M	Sell	13,679 -101	-0.7%	-$9.73K	﹤0.01%	751
2024 Q3	$1.34M	Buy	13,780 +1	+0%	+$91	﹤0.01%	720
2024 Q2	$1.19M	Sell	13,779 -1,361	-9%	-$118K	﹤0.01%	728
2024 Q1	$1.36M	Buy	15,140 +767	+5%	+$65.8K	﹤0.01%	703
2023 Q4	$1.22M	Sell	14,373 -1,239	-8%	-$96.2K	﹤0.01%	724
2023 Q3	$1.18M	Buy	15,612 +2,488	+19%	+$198K	﹤0.01%	709
2023 Q2	$1.05M	Buy	13,124 +3,519	+37%	+$265K	﹤0.01%	736
2023 Q1	$709K	Buy	9,605 +511	+6%	+$36.3K	﹤0.01%	838
2022 Q4	$590K	Hold	9,094	–	–	﹤0.01%	872
2022 Q3	$546K	Sell	9,094 -1,002	-10%	-$67.4K	﹤0.01%	840
2022 Q2	$643K	Hold	10,096	–	–	﹤0.01%	793
2022 Q1	$754K	Hold	10,096	–	–	﹤0.01%	768
2021 Q4	$768K	Hold	10,096	–	–	﹤0.01%	782
2021 Q3	$740K	Sell	10,096 -1,000	-9%	-$75.3K	﹤0.01%	766
2021 Q2	$822K	Buy	11,096 +700	+7%	+$51K	﹤0.01%	750
2021 Q1	$720K	Buy	+10,396	New	+$685K	﹤0.01%	782

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

Brown Advisory's MOAT Position: Q1 2026 in Review

Brown Advisory increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8% in Q1 2026, buying an estimated $113K and bringing the position to 14,668 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Brown Advisory first reported a position in MOAT in Q1 2021 and has held it in 21 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Brown Advisory held 14,668 shares of VanEck Morningstar Wide Moat ETF worth $1.42M as of Q1 2026.
Brown Advisory bought 1,089 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $113K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #754 holding.
Brown Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 21 quarters since.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.