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MOAT icon

Harbour Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Harbour Investments’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 		$3.95M Sell
38,025
-1,281
-3% -$130K 0.05% 319
2026
Q1 		$3.8M Buy
39,306
+10,087
+35% +$1.05M 0.06% 303
2025
Q4 		$3.03M Buy
29,219
+4,327
+17% +$442K 0.06% 296
2025
Q3 		$2.47M Buy
24,892
+785
+3% +$76.6K 0.06% 294
2025
Q2 		$2.26M Buy
24,107
+1,706
+8% +$150K 0.06% 298
2025
Q1 		$1.97M Buy
22,401
+5,535
+33% +$509K 0.06% 297
2024
Q4 		$1.56M Buy
16,866
+223
+1% +$21.5K 0.04% 353
2024
Q3 		$1.61M Sell
16,643
-23,607
-59% -$2.16M 0.05% 326
2024
Q2 		$3.49M Buy
40,250
+195
+0.5% +$16.9K 0.12% 161
2024
Q1 		$3.6M Buy
40,055
+4,516
+13% +$387K 0.13% 152
2023
Q4 		$3.02M Sell
35,539
-13,157
-27% -$1.02M 0.12% 157
2023
Q3 		$3.69M Buy
48,696
+2,977
+7% +$237K 0.19% 108
2023
Q2 		$3.65M Buy
45,719
+38,604
+543% +$2.91M 0.18% 103
2023
Q1 		$525K Buy
7,115
+350
+5% +$24.8K 0.03% 457
2022
Q4 		$439K Hold
6,765
– – 0.03% 487
2022
Q3 		$431K Hold
6,765
– – 0.03% 453
2022
Q2 		$431K Buy
+6,765
New +$464K 0.03% 453
2021
Q4 		$314K Sell
4,126
-3,276
-44% -$248K 0.02% 555
2021
Q3 		$542K Buy
7,402
+431
+6% +$32.4K 0.02% 616
2021
Q2 		$516K Buy
6,971
+2,451
+54% +$178K 0.02% 665
2021
Q1 		$313K Buy
+4,520
New +$298K 0.01% 784

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

Harbour Investments's MOAT Position: Q2 2026 in Review

Harbour Investments reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.3% in Q2 2026, selling an estimated $130K and leaving 38,025 shares worth $3.95M. The position accounts for 0.05% of the portfolio, ranked #319.

Harbour Investments first reported a position in MOAT in Q1 2021 and has held it in 21 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Harbour Investments held 38,025 shares of VanEck Morningstar Wide Moat ETF worth $3.95M as of Q2 2026.
  • Harbour Investments sold 1,281 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $130K.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Harbour Investments's portfolio in Q2 2026, its #319 holding.
  • Harbour Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 21 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.