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Private Advisor Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Private Advisor Group’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 		$36.7M Sell
379,060
-16,265
-4% -$1.69M 0.17% 127
2025
Q4 		$40.9M Sell
395,325
-2,468
-0.6% -$252K 0.19% 111
2025
Q3 		$39.4M Sell
397,793
-14,411
-3% -$1.41M 0.19% 110
2025
Q2 		$38.7M Sell
412,204
-63,301
-13% -$5.55M 0.21% 98
2025
Q1 		$41.8M Sell
475,505
-48,962
-9% -$4.51M 0.25% 88
2024
Q4 		$48.6M Sell
524,467
-36,072
-6% -$3.47M 0.27% 78
2024
Q3 		$54.3M Sell
560,539
-199,541
-26% -$18.2M 0.34% 61
2024
Q2 		$65.8M Buy
760,080
+45,908
+6% +$3.99M 0.44% 36
2024
Q1 		$64.2M Buy
714,172
+148,162
+26% +$12.7M 0.46% 32
2023
Q4 		$48M Sell
566,010
-32,731
-5% -$2.54M 0.37% 51
2023
Q3 		$45.4M Buy
598,741
+114,412
+24% +$9.11M 0.41% 49
2023
Q2 		$38.9M Buy
484,329
+35,161
+8% +$2.65M 0.34% 63
2023
Q1 		$33.2M Buy
449,168
+172,825
+63% +$12.3M 0.32% 69
2022
Q4 		$2.77M Buy
276,343
+6,845
+3% +$444K 0.14% 160
2022
Q3 		$16.2M Buy
269,498
+19,179
+8% +$1.29M 0.19% 115
2022
Q2 		$16M Buy
250,319
+39,059
+18% +$2.68M 0.14% 149
2022
Q1 		$15.8M Buy
211,260
+20,419
+11% +$1.5M 0.12% 172
2021
Q4 		$14.5M Buy
190,841
+10,320
+6% +$782K 0.11% 187
2021
Q3 		$13.2M Buy
180,521
+120,678
+202% +$9.08M 0.08% 240
2021
Q2 		$4.43M Buy
59,843
+6,786
+13% +$494K 0.04% 450
2021
Q1 		$3.67M Sell
53,057
-12,718
-19% -$838K 0.04% 473
2020
Q4 		$4.08M Buy
65,775
+200
+0.3% +$11.8K 0.04% 396
2020
Q3 		$3.57M Sell
65,575
-2,583
-4% -$141K 0.05% 371
2020
Q2 		$3.56M Buy
68,158
+5,356
+9% +$267K 0.05% 349
2020
Q1 		$2.75M Sell
62,802
-81,235
-56% -$4.18M 0.05% 346
2019
Q4 		$7.89M Buy
144,037
+17,777
+14% +$941K 0.12% 184
2019
Q3 		$6.35M Buy
126,260
+491
+0.4% +$24.1K 0.1% 219
2019
Q2 		$6.04M Buy
125,769
+26,176
+26% +$1.24M 0.11% 207
2019
Q1 		$4.64M Buy
99,593
+18,777
+23% +$849K 0.09% 230
2018
Q4 		$3.33M Buy
80,816
+22,223
+38% +$988K 0.08% 257
2018
Q3 		$2.74M Buy
58,593
+35,024
+149% +$1.6M 0.06% 336
2018
Q2 		$1.03M Sell
23,569
-10,310
-30% -$439K 0.02% 472
2018
Q1 		$1.41M Buy
33,879
+23,284
+220% +$1.01M 0.06% 331
2017
Q4 		$463K Sell
10,595
-33,305
-76% -$1.37M 0.02% 694
2017
Q3 		$1.78M Buy
43,900
+2,280
+5% +$90.2K 0.04% 405
2017
Q2 		$1.64M Buy
41,620
+11,408
+38% +$438K 0.04% 404
2017
Q1 		$1.13M Buy
30,212
+3,581
+13% +$132K 0.03% 512
2016
Q4 		$954K Buy
26,631
+1,281
+5% +$44.1K 0.03% 511
2016
Q3 		$858K Buy
25,350
+3,139
+14% +$107K 0.04% 476
2016
Q2 		$721K Sell
22,211
-79
-0.4% -$2.54K 0.03% 507
2016
Q1 		$685K Sell
22,290
-34,917
-61% -$999K 0.03% 467
2015
Q4 		$1.65M Sell
57,207
-22,815
-29% -$679K 0.08% 275
2015
Q3 		$2.23M Sell
80,022
-13,817
-15% -$414K 0.12% 181
2015
Q2 		$2.88M Sell
93,839
-42,119
-31% -$1.32M 0.14% 148
2015
Q1 		$4.12M Sell
135,958
-27,869
-17% -$842K 0.24% 96
2014
Q4 		$5.09M Buy
163,827
+34,224
+26% +$1.07M 0.33% 69
2014
Q3 		$4.06M Buy
129,603
+94,522
+269% +$2.94M 0.28% 80
2014
Q2 		$1.07M Buy
35,081
+8,145
+30% +$243K 0.09% 262
2014
Q1 		$790K Buy
26,936
+18,976
+238% +$544K 0.08% 292
2013
Q4 		$230K Buy
+7,960
New +$221K 0.03% 609

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
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

Private Advisor Group's MOAT Position: Q1 2026 in Review

Private Advisor Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.1% in Q1 2026, selling an estimated $1.69M and leaving 379,060 shares worth $36.7M. The position accounts for 0.17% of the portfolio, ranked #127.

Private Advisor Group first reported a position in MOAT in Q4 2013 and has held it in 50 quarters since. The position peaked at $65.8M in Q2 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Private Advisor Group held 379,060 shares of VanEck Morningstar Wide Moat ETF worth $36.7M as of Q1 2026.
  • Private Advisor Group sold 16,265 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.69M.
  • VanEck Morningstar Wide Moat ETF made up 0.17% of Private Advisor Group's portfolio in Q1 2026, its #127 holding.
  • Private Advisor Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's VanEck Morningstar Wide Moat ETF position peaked at $65.8M in Q2 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.