Old Second National Bank of Aurora’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Old Second National Bank of Aurora’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	$146K	Hold	1,400	–	–	0.03%	150
2026 Q1	$135K	Hold	1,400	–	–	0.03%	151
2025 Q4	$145K	Sell	1,400 -1,400	-50%	-$143K	0.03%	147
2025 Q3	$278K	Sell	2,800 -236	-8%	-$23K	0.06%	118
2025 Q2	$285K	Hold	3,036	–	–	0.06%	119
2025 Q1	$267K	Hold	3,036	–	–	0.06%	124
2024 Q4	$282K	Sell	3,036 -1,000	-25%	-$96.3K	0.06%	122
2024 Q3	$391K	Sell	4,036 -224	-5%	-$20.5K	0.09%	114
2024 Q2	$369K	Sell	4,260 -197	-4%	-$17.1K	0.09%	115
2024 Q1	$401K	Hold	4,457	–	–	0.1%	106
2023 Q4	$378K	Sell	4,457 -1,922	-30%	-$149K	0.1%	109
2023 Q3	$484K	Hold	6,379	–	–	0.15%	94
2023 Q2	$509K	Hold	6,379	–	–	0.15%	92
2023 Q1	$471K	Sell	6,379 -1,232	-16%	-$87.5K	0.14%	94
2022 Q4	$494K	Hold	7,611	–	–	0.15%	97
2022 Q3	$457K	Sell	7,611 -589	-7%	-$39.6K	0.14%	95
2022 Q2	$523K	Sell	8,200 -200	-2%	-$13.7K	0.15%	91
2022 Q1	$627K	Sell	8,400 -2,132	-20%	-$157K	0.16%	88
2021 Q4	$648K	Hold	10,532	–	–	0.19%	81
2021 Q3	$771K	Hold	10,532	–	–	0.21%	79
2021 Q2	$780K	Hold	10,532	–	–	0.21%	76
2021 Q1	$730K	Hold	10,532	–	–	0.2%	80
2020 Q4	$653K	Sell	10,532 -670	-6%	-$39.5K	0.19%	80
2020 Q3	$612K	Hold	11,202	–	–	0.2%	81
2020 Q2	$585K	Hold	11,202	–	–	0.2%	81
2020 Q1	$490K	Hold	11,202	–	–	0.19%	88
2019 Q4	$614K	Sell	11,202 -898	-7%	-$47.5K	0.18%	87
2019 Q3	$607K	Sell	12,100 -1,400	-10%	-$68.6K	0.2%	85
2019 Q2	$648K	Hold	13,500	–	–	0.23%	86
2019 Q1	$630K	Hold	13,500	–	–	0.23%	86
2018 Q4	$556K	Hold	13,500	–	–	0.23%	88
2018 Q3	$631K	Hold	13,500	–	–	0.23%	87
2018 Q2	$588K	Hold	13,500	–	–	0.23%	88
2018 Q1	$560K	Hold	13,500	–	–	0.22%	83
2017 Q4	$573K	Hold	13,500	–	–	0.23%	84
2017 Q3	$545K	Hold	13,500	–	–	0.23%	82
2017 Q2	$534K	Hold	13,500	–	–	0.23%	82
2017 Q1	$507K	Hold	13,500	–	–	0.23%	81
2016 Q4	$470K	Hold	13,500	–	–	0.21%	85
2016 Q3	$460K	Hold	13,500	–	–	0.21%	83
2016 Q2	$439K	Hold	13,500	–	–	0.2%	85
2016 Q1	$415K	Hold	13,500	–	–	0.2%	88
2015 Q4	$390K	Hold	13,500	–	–	0.19%	89
2015 Q3	$377K	Hold	13,500	–	–	0.19%	86
2015 Q2	$414K	Hold	13,500	–	–	0.19%	85
2015 Q1	$409K	Hold	13,500	–	–	0.18%	84
2014 Q4	$420K	Buy	+13,500	New	+$423K	0.18%	82

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

Old Second National Bank of Aurora's MOAT Position: Q2 2026 in Review

Old Second National Bank of Aurora held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 1,400 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #150.

Old Second National Bank of Aurora first reported a position in MOAT in Q4 2014 and has held it in 47 quarters since. The position peaked at $780K in Q2 2021. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Old Second National Bank of Aurora held 1,400 shares of VanEck Morningstar Wide Moat ETF worth $146K as of Q2 2026.
Old Second National Bank of Aurora left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.03% of Old Second National Bank of Aurora's portfolio in Q2 2026, its #150 holding.
Old Second National Bank of Aurora first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and has held it in 47 quarters since.
Old Second National Bank of Aurora's VanEck Morningstar Wide Moat ETF position peaked at $780K in Q2 2021.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2026, filed 21 Jul 2026.