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Silver Oak Securities’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Silver Oak Securities’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 		$204K Sell
2,106
-267
-11% -$27.7K 0.01% 729
2025
Q4 		$248K Sell
2,373
-13,328
-85% -$1.36M 0.02% 696
2025
Q3 		$1.56M Sell
15,701
-13,910
-47% -$1.36M 0.12% 179
2025
Q2 		$2.78M Buy
29,611
+13,957
+89% +$1.22M 0.23% 98
2025
Q1 		$1.37M Sell
15,654
-8,335
-35% -$767K 0.13% 183
2024
Q4 		$2.22M Sell
23,989
-35,754
-60% -$3.44M 0.21% 109
2024
Q3 		$5.68M Buy
59,743
+24,676
+70% +$2.26M 0.6% 41
2024
Q2 		$3.04M Sell
35,067
-22,159
-39% -$1.93M 0.46% 54
2024
Q1 		$5.14M Sell
57,226
-16,699
-23% -$1.43M 0.79% 28
2023
Q4 		$6.27M Buy
73,925
+59,164
+401% +$4.59M 0.84% 27
2023
Q3 		$1.12M Sell
14,761
-13,698
-48% -$1.09M 0.24% 75
2023
Q2 		$2.27M Buy
28,459
+17,738
+165% +$1.34M 0.37% 57
2023
Q1 		$792K Buy
+10,721
New +$761K 0.13% 140
2022
Q4 		– Sell
-14,761
Closed -$1.12M – 402
2022
Q3 		$1.12M Buy
+14,761
New +$993K 0.24% 75
2022
Q2 		– Sell
-3,582
Closed -$264K – 317
2022
Q1 		$264K Buy
+3,582
New +$264K 0.05% 251

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

Silver Oak Securities's MOAT Position: Q1 2026 in Review

Silver Oak Securities reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q1 2026, selling an estimated $27.7K and leaving 2,106 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #729.

Silver Oak Securities first reported a position in MOAT in Q1 2022 and has held it in 15 quarters since. The position peaked at $6.27M in Q4 2023. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Silver Oak Securities held 2,106 shares of VanEck Morningstar Wide Moat ETF worth $204K as of Q1 2026.
  • Silver Oak Securities sold 267 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $27.7K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Silver Oak Securities's portfolio in Q1 2026, its #729 holding.
  • Silver Oak Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 15 quarters since.
  • Silver Oak Securities's VanEck Morningstar Wide Moat ETF position peaked at $6.27M in Q4 2023.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.