Richmond Investment Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Richmond Investment Services’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	$29.3M	Buy	302,917 +6,944	+2%	+$720K	4.73%	4
2025 Q4	$30.7M	Sell	295,973 -2,152	-0.7%	-$220K	5.3%	4
2025 Q3	$29.5M	Sell	298,125 -14,774	-5%	-$1.44M	5.5%	4
2025 Q2	$29.3M	Buy	312,899 +143,156	+84%	+$12.6M	6.2%	3
2025 Q1	$14.9M	Buy	169,743 +7,905	+5%	+$727K	8.11%	2
2024 Q4	$15M	Buy	+161,838	New	+$15.6M	8.42%	2

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Richmond Investment Services's MOAT Position: Q1 2026 in Review

Richmond Investment Services increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.3% in Q1 2026, buying an estimated $720K and bringing the position to 302,917 shares worth $29.3M. The position accounts for 4.73% of the portfolio, ranked #4.

Richmond Investment Services first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.7M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Richmond Investment Services held 302,917 shares of VanEck Morningstar Wide Moat ETF worth $29.3M as of Q1 2026.
Richmond Investment Services bought 6,944 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $720K.
VanEck Morningstar Wide Moat ETF made up 4.73% of Richmond Investment Services's portfolio in Q1 2026, its #4 holding.
Richmond Investment Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Richmond Investment Services's VanEck Morningstar Wide Moat ETF position peaked at $30.7M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.