Summit Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Summit Asset Management’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	$40.7M	Buy	391,235 +4,247	+1%	+$429K	5.21%	6
2026 Q1	$37.4M	Buy	386,988 +4,925	+1%	+$511K	5.21%	6
2025 Q4	$39.6M	Buy	382,063 +4,749	+1%	+$485K	5.6%	3
2025 Q3	$37.4M	Buy	377,314 +2,280	+0.6%	+$222K	5.75%	3
2025 Q2	$35.2M	Buy	375,034 +2,040	+0.5%	+$179K	5.73%	3
2025 Q1	$32.8M	Buy	372,994 +5,834	+2%	+$537K	5.68%	3
2024 Q4	$34M	Buy	367,160 +15,140	+4%	+$1.46M	5.98%	4
2024 Q3	$34.1M	Buy	352,020 +17,935	+5%	+$1.64M	6.41%	3
2024 Q2	$28.9M	Buy	334,085 +20,480	+7%	+$1.78M	5.99%	5
2024 Q1	$28.2M	Buy	313,605 +28,376	+10%	+$2.43M	6.05%	5
2023 Q4	$24.2M	Buy	285,229 +4,212	+1%	+$327K	5.79%	5
2023 Q3	$21.3M	Buy	281,017 +5,940	+2%	+$473K	5.79%	5
2023 Q2	$21.9M	Buy	275,077 +1,321	+0.5%	+$99.4K	5.78%	5
2023 Q1	$20.2M	Buy	273,756 +17,743	+7%	+$1.26M	5.56%	5
2022 Q4	$16.6M	Buy	256,013 +29,667	+13%	+$1.92M	4.81%	6
2022 Q3	$13.6M	Buy	226,346 +36,530	+19%	+$2.46M	4.39%	6
2022 Q2	$12.1M	Buy	189,816 +127,998	+207%	+$8.78M	3.74%	8
2022 Q1	$4.62M	Buy	61,818 +18,883	+44%	+$1.39M	1.33%	13
2021 Q4	$3.27M	Sell	42,935 -117	-0.3%	-$8.87K	0.93%	19
2021 Q3	$3.15M	Buy	43,052 +3,897	+10%	+$293K	0.99%	17
2021 Q2	$2.9M	Buy	39,155 +3,485	+10%	+$254K	0.91%	19
2021 Q1	$2.47M	Buy	35,670 +7,405	+26%	+$488K	0.84%	20
2020 Q4	$1.75M	Buy	28,265 +2,265	+9%	+$133K	0.64%	25
2020 Q3	$1.42M	Buy	26,000 +1,020	+4%	+$55.7K	0.59%	26
2020 Q2	$1.3M	Buy	24,980 +7,920	+46%	+$394K	0.59%	24
2020 Q1	$746K	Buy	17,060 +10,840	+174%	+$557K	0.4%	38
2019 Q4	$341K	Buy	6,220 +1,875	+43%	+$99.2K	0.15%	83
2019 Q3	$218K	Buy	+4,345	New	+$213K	0.1%	103

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

Summit Asset Management's MOAT Position: Q2 2026 in Review

Summit Asset Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.1% in Q2 2026, buying an estimated $429K and bringing the position to 391,235 shares worth $40.7M. The position accounts for 5.21% of the portfolio, ranked #6.

Summit Asset Management first reported a position in MOAT in Q3 2019 and has held it in 28 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Summit Asset Management held 391,235 shares of VanEck Morningstar Wide Moat ETF worth $40.7M as of Q2 2026.
Summit Asset Management bought 4,247 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $429K.
VanEck Morningstar Wide Moat ETF made up 5.21% of Summit Asset Management's portfolio in Q2 2026, its #6 holding.
Summit Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and has held it in 28 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.