SEC 13F Intelligence

Lionsbridge Wealth Management LLC / MOAT

Lionsbridge Wealth Management LLC’s Vaneck Etf Trust Position

Does Lionsbridge Wealth Management LLC own Vaneck Etf Trust (MOAT)? Yes — 29.0K shares worth $3M (+2.82% of its 13F portfolio) as of Q1 2026, down from 29.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
29.0K
% of Portfolio
+2.82%
Quarters Held
24
currently held

Position History MOAT

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $10MQ3 ’21Q4 ’21: $10MQ1 ’22: $10MQ3 ’22: $2MQ3 ’22Q4 ’22: $974,624Q1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $5MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.0K$3M+2.82%
Q4 202529.4K$3M+3.08%
Q3 202528.5K$3M+2.78%
Q2 202528.2K$3M+2.63%
Q1 202528.6K$3M+2.24%
Q4 202435.1K$3M+2.73%
Q3 202451.5K$5M+3.94%
Q2 202479.0K$7M+5.48%
Q1 202479.3K$7M+5.51%
Q4 202358.3K$5M+3.96%
Q3 202353.4K$4M+3.84%
Q2 202354.8K$4M+3.91%
Q1 202335.8K$3M+2.44%
Q4 202215.0K$974,624+0.95%
Q3 202235.1K$2M+2.58%
Q1 2022128.1K$10M+11.07%
Q4 2021133.8K$10M+10.94%
Q3 2021133.7K$10M+10.58%
Q2 2021117.5K$9M+9.29%
Q1 2021115.5K$8M+7.80%
Q4 2020109.8K$7M+7.35%
Q3 2020107.3K$6M+7.05%
Q2 202086.7K$5M+5.10%
Q4 201972.4K$4M+3.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of MOAT.