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Great Valley Advisor Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Great Valley Advisor Group’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 		$1.99M Sell
20,569
-229
-1% -$23.7K 0.04% 376
2025
Q4 		$2.15M Sell
20,798
-5,471
-21% -$559K 0.04% 325
2025
Q3 		$2.6M Sell
26,269
-10,977
-29% -$1.07M 0.05% 285
2025
Q2 		$3.49M Sell
37,246
-13,510
-27% -$1.19M 0.08% 222
2025
Q1 		$4.47M Buy
50,756
+27,648
+120% +$2.54M 0.1% 184
2024
Q4 		$2.14M Sell
23,108
-3,085
-12% -$297K 0.05% 306
2024
Q3 		$2.54M Sell
26,193
-1,572
-6% -$144K 0.06% 277
2024
Q2 		$2.4M Sell
27,765
-29,857
-52% -$2.59M 0.07% 262
2024
Q1 		$5.18M Sell
57,622
-1,198
-2% -$103K 0.16% 140
2023
Q4 		$4.99M Sell
58,820
-16,766
-22% -$1.3M 0.18% 137
2023
Q3 		$5.73M Sell
75,586
-10,036
-12% -$799K 0.24% 110
2023
Q2 		$6.83M Buy
85,622
+12,866
+18% +$968K 0.29% 94
2023
Q1 		$5.37M Buy
72,756
+21,558
+42% +$1.53M 0.25% 105
2022
Q4 		$3.32M Sell
51,198
-3,766
-7% -$244K 0.17% 145
2022
Q3 		$3.3M Sell
54,964
-43,116
-44% -$2.9M 0.18% 139
2022
Q2 		$6.25M Buy
98,080
+1,257
+1% +$86.3K 0.34% 79
2022
Q1 		$7.23M Buy
96,823
+2,069
+2% +$152K 0.42% 62
2021
Q4 		$7.21M Buy
94,754
+6,761
+8% +$512K 0.45% 54
2021
Q3 		$6.45M Buy
87,993
+3,113
+4% +$234K 0.44% 54
2021
Q2 		$6.29M Buy
+84,880
New +$6.18M 0.46% 53

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 $377B AUM 19.32% 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 $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Great Valley Advisor Group's MOAT Position: Q1 2026 in Review

Great Valley Advisor Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.1% in Q1 2026, selling an estimated $23.7K and leaving 20,569 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #376.

Great Valley Advisor Group first reported a position in MOAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.23M in Q1 2022. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Great Valley Advisor Group held 20,569 shares of VanEck Morningstar Wide Moat ETF worth $1.99M as of Q1 2026.
  • Great Valley Advisor Group sold 229 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $23.7K.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #376 holding.
  • Great Valley Advisor Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 20 quarters since.
  • Great Valley Advisor Group's VanEck Morningstar Wide Moat ETF position peaked at $7.23M in Q1 2022.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.