William Blair & Company
MOAT icon

William Blair & Company’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

William Blair & Company’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
Q1 		$3.2M Sell
33,103
-275
-0.8% -$28.5K 0.01% 611
2025
Q4 		$3.46M Sell
33,378
-2,183
-6% -$223K 0.01% 608
2025
Q3 		$3.52M Sell
35,561
-2,290
-6% -$223K 0.01% 606
2025
Q2 		$3.55M Sell
37,851
-2,937
-7% -$258K 0.01% 585
2025
Q1 		$3.59M Sell
40,788
-1,984
-5% -$183K 0.01% 570
2024
Q4 		$3.97M Buy
42,772
+378
+0.9% +$36.4K 0.01% 555
2024
Q3 		$4.11M Buy
42,394
+1,347
+3% +$123K 0.01% 542
2024
Q2 		$3.56M Buy
41,047
+891
+2% +$77.4K 0.01% 553
2024
Q1 		$3.61M Buy
40,156
+1,724
+4% +$148K 0.01% 550
2023
Q4 		$3.26M Buy
38,432
+661
+2% +$51.3K 0.01% 555
2023
Q3 		$2.86M Buy
37,771
+3,335
+10% +$266K 0.01% 573
2023
Q2 		$2.75M Buy
34,436
+3,656
+12% +$275K 0.01% 592
2023
Q1 		$2.27M Buy
30,780
+2,784
+10% +$198K 0.01% 625
2022
Q4 		$1.82M Buy
27,996
+1,089
+4% +$70.6K 0.01% 659
2022
Q3 		$1.61M Buy
26,907
+3,857
+17% +$259K 0.01% 669
2022
Q2 		$1.47M Buy
23,050
+420
+2% +$28.8K 0.01% 716
2022
Q1 		$1.69M Sell
22,630
-64
-0.3% -$4.72K 0.01% 746
2021
Q4 		$1.73M Buy
22,694
+1,313
+6% +$99.5K 0.01% 768
2021
Q3 		$1.57M Buy
21,381
+3,093
+17% +$233K 0.01% 767
2021
Q2 		$1.35M Buy
18,288
+3,535
+24% +$257K ﹤0.01% 820
2021
Q1 		$1.02M Buy
14,753
+606
+4% +$39.9K ﹤0.01% 886
2020
Q4 		$877K Buy
14,147
+1,464
+12% +$86.2K ﹤0.01% 900
2020
Q3 		$692K Sell
12,683
-452
-3% -$24.7K ﹤0.01% 876
2020
Q2 		$686K Sell
13,135
-1,501
-10% -$74.7K ﹤0.01% 847
2020
Q1 		$640K Buy
14,636
+2,144
+17% +$110K ﹤0.01% 801
2019
Q4 		$684K Sell
12,492
-335
-3% -$17.7K ﹤0.01% 887
2019
Q3 		$643K Sell
12,827
-100
-0.8% -$4.9K ﹤0.01% 870
2019
Q2 		$621K Buy
12,927
+4,064
+46% +$192K ﹤0.01% 907
2019
Q1 		$413K Buy
8,863
+2,966
+50% +$134K ﹤0.01% 1026
2018
Q4 		$243K Buy
+5,897
New +$262K ﹤0.01% 1173

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

William Blair & Company's MOAT Position: Q1 2026 in Review

William Blair & Company reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.82% in Q1 2026, selling an estimated $28.5K and leaving 33,103 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #611.

William Blair & Company first reported a position in MOAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.11M in Q3 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • William Blair & Company held 33,103 shares of VanEck Morningstar Wide Moat ETF worth $3.2M as of Q1 2026.
  • William Blair & Company sold 275 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $28.5K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #611 holding.
  • William Blair & Company first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 30 quarters since.
  • William Blair & Company's VanEck Morningstar Wide Moat ETF position peaked at $4.11M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.