Cambridge Investment Research Advisors
MOAT icon

Cambridge Investment Research Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cambridge Investment Research 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 		$62M Sell
596,667
-59,384
-9% -$6M 0.14% 130
2026
Q1 		$63.4M Sell
656,051
-32,339
-5% -$3.35M 0.16% 108
2025
Q4 		$71.3M Sell
688,390
-18,154
-3% -$1.85M 0.19% 99
2025
Q3 		$70M Sell
706,544
-30,579
-4% -$2.98M 0.19% 93
2025
Q2 		$69.1M Sell
737,123
-67,985
-8% -$5.96M 0.21% 83
2025
Q1 		$70.8M Sell
805,108
-123,193
-13% -$11.3M 0.24% 76
2024
Q4 		$86.1M Buy
928,301
+83,328
+10% +$8.03M 0.29% 58
2024
Q3 		$81.9M Buy
844,973
+15,020
+2% +$1.37M 0.28% 59
2024
Q2 		$71.9M Sell
829,953
-93,144
-10% -$8.09M 0.27% 65
2024
Q1 		$83M Sell
923,097
-2,007
-0.2% -$172K 0.32% 51
2023
Q4 		$78.5M Buy
925,104
+154,433
+20% +$12M 0.33% 48
2023
Q3 		$58.4M Buy
770,671
+277,298
+56% +$22.1M 0.27% 61
2023
Q2 		$39.4M Buy
493,373
+211,739
+75% +$15.9M 0.18% 106
2023
Q1 		$20.8M Buy
281,634
+11,955
+4% +$849K 0.1% 210
2022
Q4 		$17.5M Buy
269,679
+1,092
+0.4% +$70.8K 0.09% 216
2022
Q3 		$16.1M Buy
268,587
+32,752
+14% +$2.2M 0.09% 223
2022
Q2 		$15M Buy
235,835
+13,935
+6% +$956K 0.08% 246
2022
Q1 		$16.6M Sell
221,900
-34,759
-14% -$2.56M 0.08% 253
2021
Q4 		$19.5M Buy
256,659
+50,593
+25% +$3.83M 0.09% 222
2021
Q3 		$15.1M Buy
206,066
+53,018
+35% +$3.99M 0.07% 261
2021
Q2 		$11.3M Buy
153,048
+6,450
+4% +$470K 0.05% 331
2021
Q1 		$10.2M Buy
146,598
+5,601
+4% +$369K 0.06% 336
2020
Q4 		$8.74M Buy
140,997
+378
+0.3% +$22.3K 0.05% 338
2020
Q3 		$7.68M Buy
140,619
+14,792
+12% +$808K 0.05% 338
2020
Q2 		$6.57M Sell
125,827
-13,458
-10% -$670K 0.05% 351
2020
Q1 		$6.09M Sell
139,285
-17,241
-11% -$886K 0.06% 302
2019
Q4 		$8.57M Sell
156,526
-20,824
-12% -$1.1M 0.07% 285
2019
Q3 		$8.89M Buy
177,350
+63,128
+55% +$3.09M 0.08% 254
2019
Q2 		$5.49M Buy
114,222
+11,219
+11% +$531K 0.05% 356
2019
Q1 		$4.8M Buy
103,003
+651
+0.6% +$29.4K 0.05% 385
2018
Q4 		$4.21M Buy
102,352
+9,356
+10% +$416K 0.05% 375
2018
Q3 		$4.35M Buy
92,996
+15,722
+20% +$717K 0.04% 416
2018
Q2 		$3.37M Buy
77,274
+2,169
+3% +$92.4K 0.04% 460
2018
Q1 		$3.12M Buy
75,105
+13,091
+21% +$568K 0.04% 475
2017
Q4 		$2.63M Buy
62,014
+8,551
+16% +$353K 0.03% 496
2017
Q3 		$2.16M Buy
53,463
+8,508
+19% +$337K 0.03% 511
2017
Q2 		$1.78M Buy
44,955
+1,660
+4% +$63.7K 0.03% 567
2017
Q1 		$1.63M Buy
43,295
+1,947
+5% +$71.7K 0.03% 519
2016
Q4 		$1.44M Buy
41,348
+11,693
+39% +$403K 0.03% 538
2016
Q3 		$1.01M Buy
29,655
+9,605
+48% +$328K 0.02% 679
2016
Q2 		$652K Sell
20,050
-13,497
-40% -$435K 0.01% 811
2016
Q1 		$1.03M Buy
33,547
+2,451
+8% +$70.1K 0.02% 563
2015
Q4 		$899K Sell
31,096
-542
-2% -$16.1K 0.02% 590
2015
Q3 		$884K Buy
31,638
+3,174
+11% +$95K 0.03% 520
2015
Q2 		$873K Buy
28,464
+2,566
+10% +$80.2K 0.02% 557
2015
Q1 		$785K Buy
25,898
+7,965
+44% +$241K 0.02% 600
2014
Q4 		$557K Buy
17,933
+7,491
+72% +$235K 0.02% 724
2014
Q3 		$327K Buy
10,442
+506
+5% +$15.7K 0.01% 1051
2014
Q2 		$305K Buy
+9,936
New +$297K 0.01% 1002

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

Cambridge Investment Research Advisors's MOAT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.1% in Q2 2026, selling an estimated $6M and leaving 596,667 shares worth $62M. The position accounts for 0.14% of the portfolio, ranked #130.

Cambridge Investment Research Advisors first reported a position in MOAT in Q2 2014 and has held it in 49 quarters since. The position peaked at $86.1M in Q4 2024. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cambridge Investment Research Advisors held 596,667 shares of VanEck Morningstar Wide Moat ETF worth $62M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 59,384 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $6M.
  • VanEck Morningstar Wide Moat ETF made up 0.14% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #130 holding.
  • Cambridge Investment Research Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2014 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's VanEck Morningstar Wide Moat ETF position peaked at $86.1M in Q4 2024.
  • 734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.