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

Parallel 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 		$318K Buy
3,289
+1,065
+48% +$110K 0.01% 920
2025
Q4 		$230K Buy
2,224
+277
+14% +$28.3K ﹤0.01% 1016
2025
Q3 		$193K Hold
1,947
– – ﹤0.01% 1080
2025
Q2 		$183K Hold
1,947
– – ﹤0.01% 1054
2025
Q1 		$171K Sell
1,947
-109
-5% -$10K ﹤0.01% 1027
2024
Q4 		$191K Buy
2,056
+113
+6% +$10.9K ﹤0.01% 955
2024
Q3 		$188K Hold
1,943
– – ﹤0.01% 954
2024
Q2 		$168K Hold
1,943
– – ﹤0.01% 935
2024
Q1 		$175K Sell
1,943
-690
-26% -$59.2K ﹤0.01% 906
2023
Q4 		$223K Buy
2,633
+328
+14% +$25.5K 0.01% 754
2023
Q3 		$175K Buy
2,305
+662
+40% +$52.7K 0.01% 835
2023
Q2 		$131K Hold
1,643
– – ﹤0.01% 960
2023
Q1 		$121K Sell
1,643
-325
-17% -$23.1K ﹤0.01% 966
2022
Q4 		$128K Hold
1,968
– – 0.01% 895
2022
Q3 		$118K Buy
1,968
+325
+20% +$21.9K 0.01% 893
2022
Q2 		$105K Hold
1,643
– – ﹤0.01% 938
2022
Q1 		$124K Hold
1,643
– – ﹤0.01% 906
2021
Q4 		$125K Buy
1,643
+643
+64% +$48.7K ﹤0.01% 923
2021
Q3 		$73K Sell
1,000
-288
-22% -$21.7K ﹤0.01% 1112
2021
Q2 		$95K Hold
1,288
– – ﹤0.01% 968
2021
Q1 		$89K Hold
1,288
– – ﹤0.01% 929
2020
Q4 		$80K Hold
1,288
– – ﹤0.01% 892
2020
Q3 		$70K Hold
1,288
– – ﹤0.01% 919
2020
Q2 		$67K Hold
1,288
– – ﹤0.01% 927
2020
Q1 		$56K Sell
1,288
-1,500
-54% -$77.1K ﹤0.01% 892
2019
Q4 		$153K Buy
2,788
+288
+12% +$15.2K 0.01% 601
2019
Q3 		$125K Buy
+2,500
New +$123K 0.01% 645

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 $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

Parallel Advisors's MOAT Position: Q1 2026 in Review

Parallel Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 48% in Q1 2026, buying an estimated $110K and bringing the position to 3,289 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #920.

Parallel Advisors first reported a position in MOAT in Q3 2019 and has held it in 27 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Parallel Advisors held 3,289 shares of VanEck Morningstar Wide Moat ETF worth $318K as of Q1 2026.
  • Parallel Advisors bought 1,065 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $110K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #920 holding.
  • Parallel Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and has held it in 27 quarters since.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.