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

Sovran 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	$298K	Sell	2,758 -4,495	-62%	-$454K	0.02%	489
2026 Q1	$728K	Sell	7,253 -166	-2%	-$17.2K	0.06%	288
2025 Q4	$799K	Sell	7,419 -551	-7%	-$56.3K	0.07%	267
2025 Q3	$806K	Sell	7,970 -1,271	-14%	-$124K	0.07%	250
2025 Q2	$891K	Sell	9,241 -1,162	-11%	-$102K	0.09%	227
2025 Q1	$844K	Sell	10,403 -976	-9%	-$89.8K	0.11%	203
2024 Q4	$1.05M	Buy	+11,379	New	+$1.1M	0.15%	148

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

Sovran Advisors's MOAT Position: Q2 2026 in Review

Sovran Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 62% in Q2 2026, selling an estimated $454K and leaving 2,758 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #489.

Sovran Advisors first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Sovran Advisors held 2,758 shares of VanEck Morningstar Wide Moat ETF worth $298K as of Q2 2026.
Sovran Advisors sold 4,495 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $454K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #489 holding.
Sovran Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's VanEck Morningstar Wide Moat ETF position peaked at $1.05M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.