BSC
MOAT icon

BOLTON SECURITIES CORPORATION’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.96M Buy
+19,808
New +$1.93M 0.09% 240
2025
Q1 		$1.66M Buy
+18,839
New +$1.73M 0.1% 230

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 $468B AUM 17.69% 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
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

BOLTON SECURITIES CORPORATION's MOAT Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025: 19,808 shares worth $1.96M. The stake represents 0.09% of the portfolio and ranks #240 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in MOAT as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in MOAT in Q1 2025 and has held it in 2 quarters since. 683 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 19,808 shares of VanEck Morningstar Wide Moat ETF worth $1.96M as of Q3 2025.
  • VanEck Morningstar Wide Moat ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • VanEck Morningstar Wide Moat ETF made up 0.09% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #240 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 2 quarters since.
  • 683 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.