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 Q2	$212K	Sell	2,036 -70	-3%	-$7.08K	0.01%	730
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Silver Oak Securities's MOAT Position: Q2 2026 in Review

Silver Oak Securities reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.3% in Q2 2026, selling an estimated $7.08K and leaving 2,036 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #730.

Silver Oak Securities first reported a position in MOAT in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.27M in Q4 2023. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Silver Oak Securities held 2,036 shares of VanEck Morningstar Wide Moat ETF worth $212K as of Q2 2026.
Silver Oak Securities sold 70 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $7.08K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #730 holding.
Silver Oak Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 16 quarters since.
Silver Oak Securities's VanEck Morningstar Wide Moat ETF position peaked at $6.27M in Q4 2023.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.