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

Gladstone Institutional 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	$4.85M	Sell	50,154 -10,667	-18%	-$1.11M	0.18%	130
2025 Q4	$6.3M	Sell	60,821 -666	-1%	-$68K	0.24%	95
2025 Q3	$6.09M	Sell	61,487 -387	-0.6%	-$37.8K	0.23%	102
2025 Q2	$5.8M	Sell	61,874 -131	-0.2%	-$11.5K	0.24%	97
2025 Q1	$5.46M	Buy	62,005 +5,924	+11%	+$545K	0.25%	99
2024 Q4	$5.2M	Buy	56,081 +7,132	+15%	+$687K	0.24%	96
2024 Q3	$4.75M	Buy	48,949 +2,934	+6%	+$268K	0.23%	101
2024 Q2	$3.99M	Buy	46,015 +3,432	+8%	+$298K	0.21%	130
2024 Q1	$3.83M	Sell	42,583 -153	-0.4%	-$13.1K	0.21%	132
2023 Q4	$3.63M	Buy	42,736 +2,466	+6%	+$191K	0.2%	132
2023 Q3	$3.05M	Buy	40,270 +1,891	+5%	+$151K	0.2%	132
2023 Q2	$3.06M	Buy	38,379 +1,673	+5%	+$126K	0.19%	141
2023 Q1	$2.71M	Sell	36,706 -2,775	-7%	-$197K	0.18%	164
2022 Q4	$2.56M	Sell	39,481 -1,093	-3%	-$70.9K	0.18%	162
2022 Q3	$2.43M	Buy	40,574 +1,117	+3%	+$75.1K	0.19%	137
2022 Q2	$2.52M	Buy	39,457 +261	+0.7%	+$17.9K	0.2%	127
2022 Q1	$2.93M	Sell	39,196 -2,595	-6%	-$191K	0.2%	133
2021 Q4	$3.18M	Buy	41,791 +540	+1%	+$40.9K	0.25%	112
2021 Q3	$3.02M	Buy	41,251 +2,256	+6%	+$170K	0.3%	91
2021 Q2	$2.89M	Buy	38,995 +2,438	+7%	+$177K	0.34%	74
2021 Q1	$2.53M	Buy	36,557 +4,602	+14%	+$303K	0.39%	64
2020 Q4	$1.98M	Buy	31,955 +3,214	+11%	+$189K	0.39%	59
2020 Q3	$1.57M	Sell	28,741 -658	-2%	-$36K	0.37%	58
2020 Q2	$1.54M	Buy	29,399 +4,277	+17%	+$213K	0.39%	62
2020 Q1	$1.1M	Buy	25,122 +1,265	+5%	+$65K	0.28%	78
2019 Q4	$1.31M	Buy	23,857 +2,078	+10%	+$110K	0.32%	69
2019 Q3	$1.09M	Sell	21,779 -627	-3%	-$30.7K	0.28%	70
2019 Q2	$1.08M	Buy	+22,406	New	+$1.06M	0.33%	61

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 $6.37B AUM 23.22% 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

Gladstone Institutional Advisory's MOAT Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 18% in Q1 2026, selling an estimated $1.11M and leaving 50,154 shares worth $4.85M. The position accounts for 0.18% of the portfolio, ranked #130.

Gladstone Institutional Advisory first reported a position in MOAT in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.3M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Gladstone Institutional Advisory held 50,154 shares of VanEck Morningstar Wide Moat ETF worth $4.85M as of Q1 2026.
Gladstone Institutional Advisory sold 10,667 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.11M.
VanEck Morningstar Wide Moat ETF made up 0.18% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #130 holding.
Gladstone Institutional Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 28 quarters since.
Gladstone Institutional Advisory's VanEck Morningstar Wide Moat ETF position peaked at $6.3M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.