Glassy Mountain Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Glassy Mountain 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	$573K	Buy	5,513 +51	+0.9%	+$5.16K	0.16%	50
2026 Q1	$528K	Buy	5,462 +139	+3%	+$14.4K	0.16%	48
2025 Q4	$551K	Sell	5,323 -1,866	-26%	-$191K	0.17%	49
2025 Q3	$713K	Buy	7,189 +240	+3%	+$23.4K	0.21%	48
2025 Q2	$652K	Buy	6,949 +896	+15%	+$78.6K	0.21%	50
2025 Q1	$533K	Buy	6,053 +571	+10%	+$52.5K	0.19%	46
2024 Q4	$508K	Buy	5,482 +2,480	+83%	+$239K	0.17%	44
2024 Q3	$291K	Buy	3,002 +315	+12%	+$28.8K	0.1%	55
2024 Q2	$233K	Buy	2,687 +233	+9%	+$20.2K	0.09%	55
2024 Q1	$221K	Buy	2,454 +47	+2%	+$4.03K	0.08%	54
2023 Q4	$204K	Buy	+2,407	New	+$187K	0.08%	55

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glassy Mountain Advisors's MOAT Position: Q2 2026 in Review

Glassy Mountain Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.93% in Q2 2026, buying an estimated $5.16K and bringing the position to 5,513 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #50.

Glassy Mountain Advisors first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $713K in Q3 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Glassy Mountain Advisors held 5,513 shares of VanEck Morningstar Wide Moat ETF worth $573K as of Q2 2026.
Glassy Mountain Advisors bought 51 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $5.16K.
VanEck Morningstar Wide Moat ETF made up 0.16% of Glassy Mountain Advisors's portfolio in Q2 2026, its #50 holding.
Glassy Mountain Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Glassy Mountain Advisors's VanEck Morningstar Wide Moat ETF position peaked at $713K in Q3 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.