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

NewEdge 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	$29.1M	Buy	279,802 +7,915	+3%	+$800K	0.09%	236
2026 Q1	$26.3M	Buy	271,887 +14,390	+6%	+$1.49M	0.1%	214
2025 Q4	$26.7M	Sell	257,497 -676	-0.3%	-$69K	0.1%	198
2025 Q3	$25.6M	Buy	258,173 +107,159	+71%	+$10.5M	0.12%	170
2025 Q2	$14.2M	Sell	151,014 -10,265	-6%	-$900K	0.07%	270
2025 Q1	$14.2M	Buy	161,279 +50,156	+45%	+$4.62M	0.08%	244
2024 Q4	$10.3M	Buy	111,123 +1,241	+1%	+$120K	0.06%	302
2024 Q3	$10.7M	Sell	109,882 -64,155	-37%	-$5.87M	0.07%	280
2024 Q2	$15.1M	Buy	174,037 +2,834	+2%	+$246K	0.11%	186
2024 Q1	$15.4M	Sell	171,203 -890	-0.5%	-$76.4K	0.13%	161
2023 Q4	$14.5M	Buy	172,093 +10,653	+7%	+$827K	0.14%	160
2023 Q3	$12.2M	Buy	161,440 +26,916	+20%	+$2.14M	0.13%	156
2023 Q2	$10.7M	Buy	134,524 +127,588	+1,840%	+$9.6M	0.12%	176
2023 Q1	$512K	Sell	6,936 -3,360	-33%	-$239K	0.01%	1107
2022 Q4	$484K	Buy	10,296 +2,751	+36%	+$178K	0.01%	796
2022 Q3	$453K	Buy	7,545 +688	+10%	+$46.3K	0.01%	1008
2022 Q2	$437K	Sell	6,857 -3,777	-36%	-$259K	0.01%	1051
2022 Q1	$794K	Sell	10,634 -8,157	-43%	-$601K	0.01%	712
2021 Q4	$1.43M	Buy	+18,791	New	+$1.42M	0.02%	573
2021 Q3	–	Sell	-3,952	Closed	-$293K	–	1189
2021 Q2	$293K	Buy	3,952 +61	+2%	+$4.44K	0.01%	916
2021 Q1	$270K	Sell	3,891 -1,830	-32%	-$121K	0.01%	849
2020 Q4	$355K	Sell	5,721 -324	-5%	-$19.1K	0.01%	710
2020 Q3	$330K	Sell	6,045 -1,000	-14%	-$54.7K	0.01%	693
2020 Q2	$368K	Buy	7,045 +75	+1%	+$3.73K	0.01%	624
2020 Q1	$305K	Sell	6,970 -222	-3%	-$11.4K	0.01%	594
2019 Q4	$393K	Hold	7,192	–	–	0.02%	591
2019 Q3	$361K	Buy	7,192 +40	+0.6%	+$1.96K	0.02%	590
2019 Q2	$344K	Hold	7,152	–	–	0.02%	494
2019 Q1	$334K	Buy	+7,152	New	+$323K	0.02%	494
2017 Q3	–	Sell	-727	Closed	-$28.6K	–	824
2017 Q2	$28.6K	Buy	+727	New	+$27.9K	﹤0.01%	631

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors's MOAT Position: Q2 2026 in Review

NewEdge Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.9% in Q2 2026, buying an estimated $800K and bringing the position to 279,802 shares worth $29.1M. The position accounts for 0.09% of the portfolio, ranked #236.

NewEdge Advisors first reported a position in MOAT in Q2 2017 and has held it in 30 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

NewEdge Advisors held 279,802 shares of VanEck Morningstar Wide Moat ETF worth $29.1M as of Q2 2026.
NewEdge Advisors bought 7,915 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $800K.
VanEck Morningstar Wide Moat ETF made up 0.09% of NewEdge Advisors's portfolio in Q2 2026, its #236 holding.
NewEdge Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2017 and has held it in 30 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.