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Leelyn Smith’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Leelyn Smith’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 		$55M Buy
529,240
+17,628
+3% +$1.78M 6.69% 2
2026
Q1 		$49.5M Buy
511,612
+20,186
+4% +$2.09M 6.94% 2
2025
Q4 		$50.9M Buy
491,426
+2,687
+0.5% +$274K 7.36% 2
2025
Q3 		$48.4M Buy
488,739
+5,236
+1% +$511K 7.3% 2
2025
Q2 		$45.3M Sell
483,503
-4,944
-1% -$434K 7.44% 2
2025
Q1 		$43M Buy
488,447
+25,156
+5% +$2.31M 7.64% 2
2024
Q4 		$43M Buy
463,291
+15,999
+4% +$1.54M 7.65% 2
2024
Q3 		$43.4M Buy
447,292
+7,249
+2% +$663K 7.83% 2
2024
Q2 		$38.1M Sell
440,043
-304
-0.1% -$26.4K 7.37% 2
2024
Q1 		$39.6M Buy
440,347
+12,297
+3% +$1.06M 7.92% 1
2023
Q4 		$36.3M Buy
428,050
+17,955
+4% +$1.39M 7.96% 1
2023
Q3 		$31.1M Buy
410,095
+2,414
+0.6% +$192K 7.59% 1
2023
Q2 		$32.5M Buy
407,681
+11,131
+3% +$838K 7.86% 1
2023
Q1 		$29.3M Buy
396,550
+20,876
+6% +$1.48M 7.49% 1
2022
Q4 		$24.4M Buy
375,674
+44,208
+13% +$2.87M 6.7% 2
2022
Q3 		$19.9M Sell
331,466
-33,800
-9% -$2.27M 6.87% 2
2022
Q2 		$23.3M Buy
365,266
+8,192
+2% +$562K 6.04% 2
2022
Q1 		$26.7M Buy
357,074
+21,048
+6% +$1.55M 6.95% 2
2021
Q4 		$25.6M Buy
336,026
+5,035
+2% +$382K 6.84% 3
2021
Q3 		$24.2M Buy
330,991
+8,431
+3% +$635K 7.02% 2
2021
Q2 		$23.9M Sell
322,560
-2,655
-0.8% -$193K 7.03% 2
2021
Q1 		$22.5M Buy
325,215
+9,417
+3% +$621K 6.71% 2
2020
Q4 		$19.6M Buy
315,798
+17,196
+6% +$1.01M 6.26% 2
2020
Q3 		$16.3M Buy
298,602
+15,384
+5% +$841K 5.75% 3
2020
Q2 		$14.8M Buy
283,218
+12,668
+5% +$631K 6.1% 3
2020
Q1 		$11.8M Buy
270,550
+31,749
+13% +$1.63M 6.31% 3
2019
Q4 		$13.1K Buy
+238,801
New +$12.6M 6.3% 3

Other funds holding MOAT

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
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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Leelyn Smith's MOAT Position: Q2 2026 in Review

Leelyn Smith increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.4% in Q2 2026, buying an estimated $1.78M and bringing the position to 529,240 shares worth $55M. The position accounts for 6.69% of the portfolio, ranked #2.

Leelyn Smith first reported a position in MOAT in Q4 2019 and has held it in 27 quarters since. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Leelyn Smith held 529,240 shares of VanEck Morningstar Wide Moat ETF worth $55M as of Q2 2026.
  • Leelyn Smith bought 17,628 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.78M.
  • VanEck Morningstar Wide Moat ETF made up 6.69% of Leelyn Smith's portfolio in Q2 2026, its #2 holding.
  • Leelyn Smith first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 27 quarters since.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.