Smith Thornton Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Smith Thornton Advisors’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	$529K	Hold	4,968	–	–	0.23%	82
2026 Q1	$480K	Hold	4,968	–	–	0.24%	84
2025 Q4	$514K	Buy	4,968 +1	+0%	+$102	0.26%	78
2025 Q3	$492K	Hold	4,967	–	–	0.26%	79
2025 Q2	$466K	Hold	4,967	–	–	0.27%	80
2025 Q1	$437K	Sell	4,967 -8,554	-63%	-$787K	0.27%	80
2024 Q4	$1.25M	Sell	13,521 -314	-2%	-$30.2K	0.79%	47
2024 Q3	$1.34M	Buy	13,835 +550	+4%	+$50.3K	0.88%	40
2024 Q2	$1.15M	Buy	+13,285	New	+$1.15M	0.85%	38

Other funds holding MOAT

MFIM

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

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smith Thornton Advisors's MOAT Position: Q2 2026 in Review

Smith Thornton Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 4,968 shares worth $529K. The position accounts for 0.23% of the portfolio, ranked #82.

Smith Thornton Advisors first reported a position in MOAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q3 2024. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Smith Thornton Advisors held 4,968 shares of VanEck Morningstar Wide Moat ETF worth $529K as of Q2 2026.
Smith Thornton Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.23% of Smith Thornton Advisors's portfolio in Q2 2026, its #82 holding.
Smith Thornton Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's VanEck Morningstar Wide Moat ETF position peaked at $1.34M in Q3 2024.
219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.