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

OneDigital Investment 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 		$30.8M Sell
318,628
-147,991
-32% -$15.3M 0.3% 66
2025
Q4 		$48.3M Sell
466,619
-43,916
-9% -$4.48M 0.47% 40
2025
Q3 		$50.6M Sell
510,535
-41,180
-7% -$4.02M 0.52% 40
2025
Q2 		$51.7M Sell
551,715
-51,564
-9% -$4.52M 0.57% 39
2025
Q1 		$53.1M Sell
603,279
-63,572
-10% -$5.85M 0.63% 35
2024
Q4 		$61.8M Sell
666,851
-72,633
-10% -$7M 0.72% 29
2024
Q3 		$71.7M Sell
739,484
-24,093
-3% -$2.2M 0.82% 25
2024
Q2 		$66.1M Sell
763,577
-30,772
-4% -$2.67M 0.83% 28
2024
Q1 		$71.4M Sell
794,349
-67,652
-8% -$5.8M 1.12% 18
2023
Q4 		$73.2M Sell
862,001
-105,071
-11% -$8.16M 1.28% 12
2023
Q3 		$73.3M Sell
967,072
-38,656
-4% -$3.08M 1.59% 10
2023
Q2 		$80.2M Sell
1,005,728
-127,147
-11% -$9.57M 1.78% 10
2023
Q1 		$83.6M Sell
1,132,875
-99,649
-8% -$7.07M 1.96% 8
2022
Q4 		$80M Sell
1,232,524
-388,543
-24% -$25.2M 2.32% 6
2022
Q3 		$97.2M Sell
1,621,067
-124,392
-7% -$8.36M 3.61% 3
2022
Q2 		$111M Sell
1,745,459
-74,886
-4% -$5.14M 4.78% 2
2022
Q1 		$136M Buy
1,820,345
+34,005
+2% +$2.51M 5.14% 2
2021
Q4 		$136M Buy
1,786,340
+36,033
+2% +$2.73M 4.81% 2
2021
Q3 		$128M Buy
1,750,307
+79,516
+5% +$5.99M 5.08% 2
2021
Q2 		$124M Buy
1,670,791
+146,607
+10% +$10.7M 5.1% 2
2021
Q1 		$106M Buy
1,524,184
+111,736
+8% +$7.36M 4.94% 2
2020
Q4 		$87.6M Buy
1,412,448
+332,755
+31% +$19.6M 4.56% 2
2020
Q3 		$58.9M Buy
1,079,693
+89,919
+9% +$4.91M 4.07% 2
2020
Q2 		$51.7M Buy
989,774
+96,681
+11% +$4.81M 3.72% 2
2020
Q1 		$39.1M Buy
893,093
+121,563
+16% +$6.25M 3.46% 3
2019
Q4 		$42.3M Buy
771,530
+10,500
+1% +$556K 3.33% 5
2019
Q3 		$38.2M Sell
761,030
-575,966
-43% -$28.2M 3.42% 5
2019
Q2 		$64.2M Buy
1,336,996
+723,801
+118% +$34.3M 4.97% 4
2019
Q1 		$28.6M Buy
613,195
+12,494
+2% +$565K 4.18% 2
2018
Q4 		$24.7M Buy
+600,701
New +$26.7M 4.17% 3
2018
Q3 		– Sell
-560,653
Closed -$24.4M – 1128
2018
Q2 		$24.4M Buy
560,653
+29,610
+6% +$1.26M 5.12% 5
2018
Q1 		$22M Buy
531,043
+81,789
+18% +$3.55M 4.84% 3
2017
Q4 		$19.1M Buy
449,254
+18,429
+4% +$761K 2.18% 5
2017
Q3 		$17.4M Buy
430,825
+6,189
+1% +$245K 6.38% 4
2017
Q2 		$16.8M Buy
+424,636
New +$16.3M 5.01% 2

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 $6.37B AUM 23.22% 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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OneDigital Investment Advisors's MOAT Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 32% in Q1 2026, selling an estimated $15.3M and leaving 318,628 shares worth $30.8M. The position accounts for 0.3% of the portfolio, ranked #66.

OneDigital Investment Advisors first reported a position in MOAT in Q2 2017 and has held it in 35 quarters since. The position peaked at $136M in Q1 2022. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • OneDigital Investment Advisors held 318,628 shares of VanEck Morningstar Wide Moat ETF worth $30.8M as of Q1 2026.
  • OneDigital Investment Advisors sold 147,991 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $15.3M.
  • VanEck Morningstar Wide Moat ETF made up 0.3% of OneDigital Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • OneDigital Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2017 and has held it in 35 quarters since.
  • OneDigital Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $136M in Q1 2022.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.