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

Mutual 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
Q1 		$2.51M Sell
25,990
-1,420
-5% -$147K 0.05% 330
2025
Q4 		$2.84M Sell
27,410
-8,994
-25% -$919K 0.06% 283
2025
Q3 		$3.73M Sell
36,404
-4,793
-12% -$468K 0.08% 232
2025
Q2 		$4.09M Sell
41,197
-6,549
-14% -$575K 0.1% 197
2025
Q1 		$4.06M Sell
47,746
-406
-0.8% -$37.4K 0.12% 177
2024
Q4 		$4.51M Sell
48,152
-141
-0.3% -$13.6K 0.13% 154
2024
Q3 		$4.63M Buy
48,293
+291
+0.6% +$26.6K 0.14% 144
2024
Q2 		$4.36M Buy
48,002
+2,533
+6% +$220K 0.13% 156
2024
Q1 		$4.09M Buy
45,469
+5,503
+14% +$472K 0.13% 150
2023
Q4 		$3.39M Buy
39,966
+5,917
+17% +$459K 0.12% 173
2023
Q3 		$2.58M Buy
34,049
+2,444
+8% +$195K 0.1% 194
2023
Q2 		$2.52M Buy
31,605
+4,243
+16% +$319K 0.1% 207
2023
Q1 		$2.02M Buy
27,362
+3,066
+13% +$218K 0.08% 239
2022
Q4 		$1.58M Buy
24,296
+263
+1% +$17.1K 0.07% 286
2022
Q3 		$1.44M Buy
24,033
+15,798
+192% +$1.06M 0.07% 268
2022
Q2 		$525K Buy
8,235
+2,941
+56% +$202K 0.03% 519
2022
Q1 		$395K Sell
5,294
-493
-9% -$36.3K 0.02% 639
2021
Q4 		$440K Buy
5,787
+1,405
+32% +$106K 0.02% 615
2021
Q3 		$321K Sell
4,382
-864
-16% -$65K 0.02% 696
2021
Q2 		$389K Buy
5,246
+1,298
+33% +$94.5K 0.02% 605
2021
Q1 		$274K Sell
3,948
-132
-3% -$8.7K 0.02% 651
2020
Q4 		$253K Buy
+4,080
New +$240K 0.02% 638
2020
Q1 		– Sell
-96,494
Closed -$5.29M – 617
2019
Q4 		$5.29M Buy
96,494
+28,387
+42% +$1.5M 0.56% 33
2019
Q3 		$3.42M Sell
68,107
-74
-0.1% -$3.63K 0.45% 46
2019
Q2 		$3.27M Buy
68,181
+43,432
+175% +$2.06M 0.43% 45
2019
Q1 		$1.15M Buy
+24,749
New +$1.12M 0.17% 145

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mutual Advisors's MOAT Position: Q1 2026 in Review

Mutual Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.2% in Q1 2026, selling an estimated $147K and leaving 25,990 shares worth $2.51M. The position accounts for 0.05% of the portfolio, ranked #330.

Mutual Advisors first reported a position in MOAT in Q1 2019 and has held it in 26 quarters since. The position peaked at $5.29M in Q4 2019. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Mutual Advisors held 25,990 shares of VanEck Morningstar Wide Moat ETF worth $2.51M as of Q1 2026.
  • Mutual Advisors sold 1,420 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $147K.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #330 holding.
  • Mutual Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 26 quarters since.
  • Mutual Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.29M in Q4 2019.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.