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

Harbor Investment 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
Q2 		$32.7K Hold
315
– – ﹤0.01% 839
2026
Q1 		$30.5K Hold
315
– – ﹤0.01% 701
2025
Q4 		$32.6K Buy
+315
New +$32.2K ﹤0.01% 731
2024
Q4 		– Sell
-18
Closed -$1.75K – 1167
2024
Q3 		$1.75K Hold
18
– – ﹤0.01% 1075
2024
Q2 		$1.56K Buy
+18
New +$1.56K ﹤0.01% 1092

Other funds holding MOAT

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Harbor Investment Advisory's MOAT Position: Q2 2026 in Review

Harbor Investment Advisory held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 315 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Harbor Investment Advisory first reported a position in MOAT in Q2 2024 and has held it in 5 quarters since. 485 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Harbor Investment Advisory held 315 shares of VanEck Morningstar Wide Moat ETF worth $32.7K as of Q2 2026.
  • Harbor Investment Advisory left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #839 holding.
  • Harbor Investment Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 5 quarters since.
  • 485 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.