LWM
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Lionsbridge Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lionsbridge Wealth Management’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 		$2.86M Sell
27,493
-1,507
-5% -$152K 2.8% 7
2026
Q1 		$2.8M Sell
29,000
-410
-1% -$42.5K 2.82% 7
2025
Q4 		$3.05M Buy
29,410
+921
+3% +$94.1K 3.08% 8
2025
Q3 		$2.82M Buy
28,489
+303
+1% +$29.6K 2.78% 10
2025
Q2 		$2.64M Sell
28,186
-438
-2% -$38.4K 2.63% 9
2025
Q1 		$2.52M Sell
28,624
-6,470
-18% -$595K 2.24% 13
2024
Q4 		$3.25M Sell
35,094
-16,379
-32% -$1.58M 2.73% 11
2024
Q3 		$4.99M Sell
51,473
-27,539
-35% -$2.52M 3.94% 4
2024
Q2 		$6.84M Sell
79,012
-279
-0.4% -$24.2K 5.48% 4
2024
Q1 		$7.13M Buy
79,291
+20,983
+36% +$1.8M 5.51% 3
2023
Q4 		$4.95M Buy
58,308
+4,877
+9% +$379K 3.96% 5
2023
Q3 		$4.05M Sell
53,431
-1,407
-3% -$112K 3.84% 5
2023
Q2 		$4.38M Buy
54,838
+18,997
+53% +$1.43M 3.91% 6
2023
Q1 		$2.65M Buy
35,841
+20,826
+139% +$1.48M 2.44% 10
2022
Q4 		$975K Buy
15,015
+3,033
+25% +$197K 0.95% 34
2022
Q3 		$718K Sell
11,982
-23,077
-66% -$1.55M 1.03% 26
2022
Q2 		$2.23M Sell
35,059
-92,996
-73% -$6.38M 2.58% 8
2022
Q1 		$9.57M Sell
128,055
-5,776
-4% -$426K 11.07% 1
2021
Q4 		$10.2M Buy
133,831
+95
+0.1% +$7.2K 10.94% 1
2021
Q3 		$9.8M Buy
133,736
+16,225
+14% +$1.22M 10.58% 1
2021
Q2 		$8.7M Buy
117,511
+1,969
+2% +$143K 9.29% 1
2021
Q1 		$8M Buy
115,542
+5,785
+5% +$381K 7.8% 1
2020
Q4 		$6.8M Buy
109,757
+2,427
+2% +$143K 7.35% 1
2020
Q3 		$5.86M Buy
107,330
+20,630
+24% +$1.13M 7.05% 2
2020
Q2 		$4.53M Buy
+86,700
New +$4.32M 5.1% 3
2020
Q1 		– Sell
-72,371
Closed -$3.98M – 212
2019
Q4 		$3.98M Buy
+72,371
New +$3.83M 3.71% 8

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

Lionsbridge Wealth Management's MOAT Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.2% in Q2 2026, selling an estimated $152K and leaving 27,493 shares worth $2.86M. The position accounts for 2.8% of the portfolio, ranked #7.

Lionsbridge Wealth Management first reported a position in MOAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.2M in Q4 2021. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Lionsbridge Wealth Management held 27,493 shares of VanEck Morningstar Wide Moat ETF worth $2.86M as of Q2 2026.
  • Lionsbridge Wealth Management sold 1,507 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $152K.
  • VanEck Morningstar Wide Moat ETF made up 2.8% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Lionsbridge Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 26 quarters since.
  • Lionsbridge Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $10.2M in Q4 2021.
  • 731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.