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Advisornet Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Advisornet Financial’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 		$995K Sell
9,566
-277
-3% -$28K 0.05% 276
2026
Q1 		$952K Sell
9,843
-259
-3% -$26.8K 0.05% 262
2025
Q4 		$1.05M Sell
10,102
-259
-2% -$26.4K 0.06% 252
2025
Q3 		$1.03M Sell
10,361
-1,172
-10% -$114K 0.06% 248
2025
Q2 		$1.08M Sell
11,533
-50,420
-81% -$4.42M 0.07% 237
2025
Q1 		$5.45M Buy
61,953
+1,307
+2% +$120K 0.4% 50
2024
Q4 		$5.62M Buy
60,646
+5,044
+9% +$486K 0.47% 48
2024
Q3 		$5.39M Buy
55,602
+3,709
+7% +$339K 0.4% 53
2024
Q2 		$4.49M Buy
51,893
+9,013
+21% +$783K 0.41% 54
2024
Q1 		$3.85M Buy
42,880
+8,306
+24% +$713K 0.37% 61
2023
Q4 		$2.93M Buy
34,574
+24,435
+241% +$1.9M 0.27% 95
2023
Q3 		$769K Buy
10,139
+10,049
+11,166% +$800K 0.07% 240
2023
Q2 		$7.18K Buy
+90
New +$6.77K ﹤0.01% 1414
2020
Q2 		– Sell
-1,189
Closed -$52K – 1867
2020
Q1 		$52K Buy
1,189
+589
+98% +$30.3K ﹤0.01% 781
2019
Q4 		$33K Hold
600
– – ﹤0.01% 1025
2019
Q3 		$30K Hold
600
– – ﹤0.01% 1073
2019
Q2 		$29K Hold
600
– – ﹤0.01% 967
2019
Q1 		$28K Hold
600
– – ﹤0.01% 906
2018
Q4 		$25K Hold
600
– – ﹤0.01% 877
2018
Q3 		$28K Hold
600
– – ﹤0.01% 871
2018
Q2 		$26K Hold
600
– – ﹤0.01% 878
2018
Q1 		$25K Hold
600
– – ﹤0.01% 883
2017
Q4 		$25K Buy
+600
New +$24.8K ﹤0.01% 818

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisornet Financial's MOAT Position: Q2 2026 in Review

Advisornet Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.8% in Q2 2026, selling an estimated $28K and leaving 9,566 shares worth $995K. The position accounts for 0.05% of the portfolio, ranked #276.

Advisornet Financial first reported a position in MOAT in Q4 2017 and has held it in 23 quarters since. The position peaked at $5.62M in Q4 2024. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Advisornet Financial held 9,566 shares of VanEck Morningstar Wide Moat ETF worth $995K as of Q2 2026.
  • Advisornet Financial sold 277 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $28K.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Advisornet Financial's portfolio in Q2 2026, its #276 holding.
  • Advisornet Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and has held it in 23 quarters since.
  • Advisornet Financial's VanEck Morningstar Wide Moat ETF position peaked at $5.62M in Q4 2024.
  • 734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.