Snowden Capital Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Snowden Capital 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	$241K	Sell	2,323 -90	-4%	-$9.1K	0.01%	1193
2026 Q1	$233K	Sell	2,413 -24	-1%	-$2.49K	0.01%	1142
2025 Q4	$252K	Sell	2,437 -82	-3%	-$8.37K	0.01%	1115
2025 Q3	$250K	Sell	2,519 -8	-0.3%	-$780	0.01%	1104
2025 Q2	$237K	Sell	2,527 -233	-8%	-$20.4K	0.01%	1105
2025 Q1	$243K	Buy	2,760 +293	+12%	+$27K	0.01%	1075
2024 Q4	$229K	Hold	2,467	–	–	0.01%	1103
2024 Q3	$239K	Buy	+2,467	New	+$226K	0.01%	1109
2024 Q1	–	Sell	-3,955	Closed	-$336K	–	1199
2023 Q4	$336K	Buy	+3,955	New	+$307K	0.01%	874
2022 Q1	–	Sell	-768	Closed	-$58K	–	1658
2021 Q4	$58K	Buy	+768	New	+$58.2K	﹤0.01%	987
2020 Q3	–	Sell	-89,777	Closed	-$4.69M	–	591
2020 Q2	$4.69M	Buy	89,777 +10,563	+13%	+$526K	0.4%	68
2020 Q1	$3.46M	Buy	+79,214	New	+$4.07M	0.38%	71

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

Snowden Capital Advisors's MOAT Position: Q2 2026 in Review

Snowden Capital Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.7% in Q2 2026, selling an estimated $9.1K and leaving 2,323 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #1193.

Snowden Capital Advisors first reported a position in MOAT in Q1 2020 and has held it in 12 quarters since. The position peaked at $4.69M in Q2 2020. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Snowden Capital Advisors held 2,323 shares of VanEck Morningstar Wide Moat ETF worth $241K as of Q2 2026.
Snowden Capital Advisors sold 90 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $9.1K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1193 holding.
Snowden Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 12 quarters since.
Snowden Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $4.69M in Q2 2020.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.