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LPF Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

LPF Advisors’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
Q1 		$223K Hold
2,530
– – 0.18% 29
2024
Q4 		$235K Hold
2,530
– – 0.2% 28
2024
Q3 		$245K Hold
2,530
– – 0.21% 30
2024
Q2 		$219K Hold
2,530
– – 0.2% 32
2024
Q1 		$227K Hold
2,530
– – 0.23% 23
2023
Q4 		$215K Buy
+2,530
New +$196K 0.23% 27

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPF Advisors's MOAT Position: Q1 2025 in Review

LPF Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2025 at 2,530 shares worth $223K. The position accounts for 0.18% of the portfolio, ranked #29.

LPF Advisors first reported a position in MOAT in Q4 2023 and has held it in 6 quarters since. The position peaked at $245K in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • LPF Advisors held 2,530 shares of VanEck Morningstar Wide Moat ETF worth $223K as of Q1 2025.
  • LPF Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2025.
  • VanEck Morningstar Wide Moat ETF made up 0.18% of LPF Advisors's portfolio in Q1 2025, its #29 holding.
  • LPF Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 6 quarters since.
  • LPF Advisors's VanEck Morningstar Wide Moat ETF position peaked at $245K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.