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

Maryland Capital 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
2026
Q2 		$74.2K Buy
+714
New +$72.2K 0.02% 120
2025
Q4 		$73.9K Hold
714
– – 0.03% 124
2025
Q3 		$70.8K Hold
714
– – 0.03% 122
2025
Q2 		$67K Sell
714
-105
-13% -$9.21K 0.03% 122
2025
Q1 		$72.1K Sell
819
-87
-10% -$8.01K 0.03% 106
2024
Q4 		$84K Buy
+906
New +$87.3K 0.04% 103

Other funds holding MOAT

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Maryland Capital Advisors's MOAT Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 714 shares worth $74.2K. The stake represents 0.02% of the portfolio and ranks #120 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in MOAT as recently as Q4 2025.

Maryland Capital Advisors first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $84K in Q4 2024. 469 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Maryland Capital Advisors held 714 shares of VanEck Morningstar Wide Moat ETF worth $74.2K as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new Maryland Capital Advisors position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Maryland Capital Advisors's portfolio in Q2 2026, its #120 holding.
  • Maryland Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
  • Maryland Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $84K in Q4 2024.
  • 469 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.