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Winthrop Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Winthrop Advisory Group’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
Q3 		– Sell
-2,364
Closed -$222K – 196
2025
Q2 		$222K Buy
+2,364
New +$207K 0.02% 162

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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 $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Winthrop Advisory Group's MOAT Position: Q3 2025 in Review

Winthrop Advisory Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 2,364 shares — an estimated $222K sold.

Winthrop Advisory Group first reported a position in MOAT in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 680 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Winthrop Advisory Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
  • Winthrop Advisory Group sold 2,364 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $222K.
  • Winthrop Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and held it in 1 quarter.
  • Winthrop Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $222K in Q2 2025.
  • 680 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Winthrop Advisory Group's 13F filing for Q3 2025, filed 24 Oct 2025.