Abound Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Abound Wealth Management’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 Q2	$13K	Hold	125	–	–	﹤0.01%	433
2026 Q1	$12.1K	Buy	+125	New	+$13K	﹤0.01%	500
2025 Q2	–	Sell	-202	Closed	-$17.8K	–	1332
2025 Q1	$17.8K	Buy	+202	New	+$18.6K	0.01%	316
2023 Q1	–	Sell	-50	Closed	-$3.25K	–	740
2022 Q4	$3.25K	Buy	+50	New	+$3.24K	﹤0.01%	433

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Abound Wealth Management's MOAT Position: Q2 2026 in Review

Abound Wealth Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 125 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Abound Wealth Management first reported a position in MOAT in Q4 2022 and has held it in 4 quarters since. The position peaked at $17.8K in Q1 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Abound Wealth Management held 125 shares of VanEck Morningstar Wide Moat ETF worth $13K as of Q2 2026.
Abound Wealth Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #433 holding.
Abound Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 4 quarters since.
Abound Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $17.8K in Q1 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.