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HUB Investment Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

HUB Investment Partners’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
2025
Q4 		– Sell
-2,269
Closed -$225K – 1024
2025
Q3 		$225K Sell
2,269
-25
-1% -$2.44K 0.01% 651
2025
Q2 		$215K Sell
2,294
-203
-8% -$17.8K 0.01% 605
2025
Q1 		$220K Sell
2,497
-25
-1% -$2.3K 0.01% 531
2024
Q4 		$234K Hold
2,522
– – 0.01% 465
2024
Q3 		$245K Sell
2,522
-168
-6% -$15.4K 0.01% 436
2024
Q2 		$233K Sell
2,690
-940
-26% -$81.7K 0.01% 416
2024
Q1 		$326K Buy
3,630
+200
+6% +$17.2K 0.02% 347
2023
Q4 		$291K Sell
3,430
-491
-13% -$38.1K 0.02% 317
2023
Q3 		$297K Sell
3,921
-45
-1% -$3.58K 0.04% 195
2023
Q2 		$316K Buy
3,966
+491
+14% +$37K 0.05% 186
2023
Q1 		$257K Buy
+3,475
New +$247K 0.05% 180
2022
Q4 		– Sell
-4,110
Closed -$247K – 148
2022
Q3 		$247K Sell
4,110
-2,784
-40% -$187K 0.07% 154
2022
Q2 		$439K Hold
6,894
– – 0.14% 110
2022
Q1 		$515K Hold
6,894
– – 0.12% 118
2021
Q4 		$525K Sell
6,894
-1,923
-22% -$146K 0.12% 118
2021
Q3 		$646K Sell
8,817
-2,972
-25% -$224K 0.15% 125
2021
Q2 		$873K Sell
11,789
-1,517
-11% -$110K 0.23% 95
2021
Q1 		$922K Buy
13,306
+6,092
+84% +$401K 0.27% 94
2020
Q4 		$394K Buy
+7,214
New +$425K 0.18% 104

Other funds holding MOAT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

HUB Investment Partners's MOAT Position: Q4 2025 in Review

HUB Investment Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 2,269 shares — an estimated $225K sold.

HUB Investment Partners first reported a position in MOAT in Q4 2020 and held it in 19 quarters. The position peaked at $922K in Q1 2021. 727 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

  • HUB Investment Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
  • HUB Investment Partners sold 2,269 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $225K.
  • HUB Investment Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and held it in 19 quarters.
  • HUB Investment Partners's VanEck Morningstar Wide Moat ETF position peaked at $922K in Q1 2021.
  • 727 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on HUB Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.