SMC
MOAT icon

Smith, Moore & Co’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Smith, Moore & Co’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 		$4.66M Buy
48,166
+893
+2% +$92.6K 0.34% 66
2025
Q4 		$4.9M Sell
47,273
-7,563
-14% -$772K 0.37% 60
2025
Q3 		$5.43M Buy
54,836
+953
+2% +$93K 0.42% 54
2025
Q2 		$5.05M Buy
53,883
+3,544
+7% +$311K 0.42% 50
2025
Q1 		$4.43M Buy
50,339
+617
+1% +$56.8K 0.41% 53
2024
Q4 		$4.61M Buy
49,722
+3,676
+8% +$354K 0.42% 50
2024
Q3 		$4.46M Buy
46,046
+5,300
+13% +$485K 0.43% 52
2024
Q2 		$3.53M Buy
40,746
+7,561
+23% +$657K 0.36% 60
2024
Q1 		$2.98M Buy
33,185
+4,199
+14% +$360K 0.32% 65
2023
Q4 		$2.41M Buy
28,986
+4,353
+18% +$338K 0.28% 73
2023
Q3 		$1.84M Buy
24,633
+2,817
+13% +$224K 0.24% 84
2023
Q2 		$1.71M Buy
21,816
+1,443
+7% +$109K 0.22% 94
2023
Q1 		$1.5M Sell
20,373
-396
-2% -$28.1K 0.2% 96
2022
Q4 		$1.35M Sell
20,769
-12,633
-38% -$819K 0.19% 102
2022
Q3 		$2M Sell
33,402
-2,988
-8% -$201K 0.3% 67
2022
Q2 		$2.32M Buy
36,390
+12,764
+54% +$876K 0.36% 60
2022
Q1 		$1.76M Buy
23,626
+8,625
+57% +$636K 0.24% 83
2021
Q4 		$1.14M Buy
15,001
+11,405
+317% +$864K 0.16% 127
2021
Q3 		$263K Sell
3,596
-100
-3% -$7.53K 0.04% 335
2021
Q2 		$274K Buy
3,696
+140
+4% +$10.2K 0.04% 329
2021
Q1 		$246K Buy
3,556
+161
+5% +$10.6K 0.04% 325
2020
Q4 		$210K Sell
3,395
-320
-9% -$18.9K 0.04% 321
2020
Q3 		$203K Buy
+3,715
New +$203K 0.04% 304

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 $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
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

Smith, Moore & Co's MOAT Position: Q1 2026 in Review

Smith, Moore & Co increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.9% in Q1 2026, buying an estimated $92.6K and bringing the position to 48,166 shares worth $4.66M. The position accounts for 0.34% of the portfolio, ranked #66.

Smith, Moore & Co first reported a position in MOAT in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.43M in Q3 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Smith, Moore & Co held 48,166 shares of VanEck Morningstar Wide Moat ETF worth $4.66M as of Q1 2026.
  • Smith, Moore & Co bought 893 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $92.6K.
  • VanEck Morningstar Wide Moat ETF made up 0.34% of Smith, Moore & Co's portfolio in Q1 2026, its #66 holding.
  • Smith, Moore & Co first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 23 quarters since.
  • Smith, Moore & Co's VanEck Morningstar Wide Moat ETF position peaked at $5.43M in Q3 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.