Trust Company of Vermont’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Trust Company of Vermont’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
2025 Q4	–	Sell	-40	Closed	-$3.96K	–	1165
2025 Q3	$3.96K	Buy	+40	New	+$3.9K	﹤0.01%	951
2021 Q3	–	Sell	-53	Closed	-$4K	–	567
2021 Q2	$4K	Hold	53	–	–	﹤0.01%	710
2021 Q1	$4K	Sell	53 -12	-18%	-$791	﹤0.01%	685
2020 Q4	$4K	Sell	65 -20	-24%	-$1.18K	﹤0.01%	696
2020 Q3	$5K	Sell	85 -28	-25%	-$1.53K	﹤0.01%	666
2020 Q2	$6K	Sell	113 -50	-31%	-$2.49K	﹤0.01%	674
2020 Q1	$7K	Sell	163 -23	-12%	-$1.18K	﹤0.01%	709
2019 Q4	$10K	Hold	186	–	–	﹤0.01%	714
2019 Q3	$9K	Hold	186	–	–	﹤0.01%	758
2019 Q2	$9K	Hold	186	–	–	﹤0.01%	761
2019 Q1	$9K	Hold	186	–	–	﹤0.01%	727
2018 Q4	$8K	Hold	186	–	–	﹤0.01%	771
2018 Q3	$9K	Buy	+186	New	+$8.49K	﹤0.01%	830

Other funds holding MOAT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

MFIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Trust Company of Vermont's MOAT Position: Q4 2025 in Review

Trust Company of Vermont sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 40 shares — an estimated $3.96K sold.

Trust Company of Vermont first reported a position in MOAT in Q3 2018 and held it in 13 quarters. The position peaked at $10K in Q4 2019. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Trust Company of Vermont reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Trust Company of Vermont sold 40 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $3.96K.
Trust Company of Vermont first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2018 and held it in 13 quarters.
Trust Company of Vermont's VanEck Morningstar Wide Moat ETF position peaked at $10K in Q4 2019.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.