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
2026 Q2	$27.8K	Buy	+267	New	+$27K	﹤0.01%	736
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

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

Trust Company of Vermont's MOAT Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 267 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in MOAT as recently as Q3 2025.

Trust Company of Vermont first reported a position in MOAT in Q3 2018 and has held it in 14 quarters since. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Trust Company of Vermont held 267 shares of VanEck Morningstar Wide Moat ETF worth $27.8K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Trust Company of Vermont position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #736 holding.
Trust Company of Vermont first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2018 and has held it in 14 quarters since.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.