Jones Financial Companies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Jones Financial Companies’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	$140M	Sell	1,360,250 -18,323	-1%	-$1.85M	0.06%	180
2026 Q1	$130M	Buy	1,378,573 +139,689	+11%	+$14.5M	0.06%	161
2025 Q4	$128M	Buy	1,238,884 +137,632	+12%	+$14.1M	0.08%	82
2025 Q3	$108M	Buy	1,101,252 +108,068	+11%	+$10.5M	0.07%	86
2025 Q2	$93M	Buy	993,184 +110,413	+13%	+$9.69M	0.07%	89
2025 Q1	$77.4M	Buy	882,771 +201,826	+30%	+$18.6M	0.07%	83
2024 Q4	$63.1M	Buy	680,945 +260,624	+62%	+$25.1M	0.06%	76
2024 Q3	$40.7M	Buy	420,321 +253,366	+152%	+$23.2M	0.04%	85
2024 Q2	$14.5M	Buy	166,955 +144,473	+643%	+$12.6M	0.02%	121
2024 Q1	$2.02M	Buy	22,482 +21,827	+3,332%	+$1.87M	﹤0.01%	194
2023 Q4	$55.6K	Buy	+655	New	+$50.9K	﹤0.01%	458
2021 Q2	–	Sell	-1,220	Closed	-$85K	–	734
2021 Q1	$85K	Buy	+1,220	New	+$80.4K	﹤0.01%	287

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Jones Financial Companies's MOAT Position: Q2 2026 in Review

Jones Financial Companies reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.3% in Q2 2026, selling an estimated $1.85M and leaving 1,360,250 shares worth $140M. The position accounts for 0.06% of the portfolio, ranked #180.

Jones Financial Companies first reported a position in MOAT in Q1 2021 and has held it in 12 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Jones Financial Companies held 1,360,250 shares of VanEck Morningstar Wide Moat ETF worth $140M as of Q2 2026.
Jones Financial Companies sold 18,323 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.85M.
VanEck Morningstar Wide Moat ETF made up 0.06% of Jones Financial Companies's portfolio in Q2 2026, its #180 holding.
Jones Financial Companies first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 12 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.