Thompson David Blair’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Thompson David Blair’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
2024 Q4	$323K	Buy	+3,488	New	+$336K	0.24%	92

Other funds holding MOAT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Thompson David Blair's MOAT Position: Q4 2024 in Review

Thompson David Blair opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024: 3,488 shares worth $323K. The stake represents 0.24% of the portfolio and ranks #92 among its holdings.

715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Thompson David Blair held 3,488 shares of VanEck Morningstar Wide Moat ETF worth $323K as of Q4 2024.
VanEck Morningstar Wide Moat ETF was a new Thompson David Blair position in Q4 2024.
VanEck Morningstar Wide Moat ETF made up 0.24% of Thompson David Blair's portfolio in Q4 2024, its #92 holding.
715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Thompson David Blair's 13F filing for Q4 2024, filed 14 Aug 2026.