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

Pineridge 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
2025
Q3 		$6.13K Hold
62
– – ﹤0.01% 240
2025
Q2 		$5.8K Hold
62
– – ﹤0.01% 284
2025
Q1 		$5.44K Hold
62
– – ﹤0.01% 297
2024
Q4 		$5.73K Buy
62
+1
+2% +$96 ﹤0.01% 371
2024
Q3 		$5.91K Sell
61
-300
-83% -$27.4K ﹤0.01% 328
2024
Q2 		$31.3K Hold
361
– – 0.01% 176
2024
Q1 		$32.5K Sell
361
-349
-49% -$29.9K 0.01% 174
2023
Q4 		$60.3K Buy
+710
New +$55.1K 0.02% 149

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 $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pineridge Advisors's MOAT Position: Q3 2025 in Review

Pineridge Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2025 at 62 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Pineridge Advisors first reported a position in MOAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $60.3K in Q4 2023. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Pineridge Advisors held 62 shares of VanEck Morningstar Wide Moat ETF worth $6.13K as of Q3 2025.
  • Pineridge Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2025.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #240 holding.
  • Pineridge Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's VanEck Morningstar Wide Moat ETF position peaked at $60.3K in Q4 2023.
  • 679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.