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Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in VANECK MORNINGSTAR WIDE MOAT

OneDigital Investment Advisors LLC holds 305,588 shares of MOAT (VANECK MORNINGSTAR WIDE MOAT), worth $31.8M as of 2026-Q2. The position was decreased (-4.1% shares). MOAT represents 0.3% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$31.8M

Current Shares

305,588

Total Value Change

-$39.9M

Total Shares Change

-433,896

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
305,588
-4.1%
$31.8M0.3%$103.96
0
2026-Q1
Decreased
318,628
-31.7%
$30.8M0.3%$105.34
0
2025-Q4
Decreased
466,619
-8.6%
$48.3M0.5%$104.31
0
2025-Q3
Decreased
510,535
-7.5%
$50.6M0.5%$97.14
0
2025-Q2
Decreased
551,715
-8.6%
$51.7M0.6%$92.40
0
2025-Q1
Decreased
603,279
-9.5%
$53.1M0.6%$86.52
0
2024-Q4
Decreased
666,851
-9.8%
$61.8M0.7%$91.26
0
2024-Q3
Decreased
739,484
-3.2%
$71.7M0.8%$94.30
0

Other major holders of MOAT: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/

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