AlphaCore Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

AlphaCore Capital’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	$13.6M	Hold	130,752	–	–	0.25%	89
2026 Q1	$12.6M	Buy	130,752 +4,913	+4%	+$509K	0.3%	80
2025 Q4	$13M	Buy	125,839 +13,588	+12%	+$1.39M	0.29%	80
2025 Q3	$11.1M	Buy	112,251 +12,471	+12%	+$1.22M	0.37%	57
2025 Q2	$9.36M	Buy	99,780 +17,980	+22%	+$1.58M	0.36%	63
2025 Q1	$7.2M	Buy	+81,800	New	+$7.53M	0.61%	32
2024 Q1	–	Sell	-66,584	Closed	-$5.65M	–	293
2023 Q4	$5.65M	Buy	66,584 +5,000	+8%	+$388K	0.83%	26
2023 Q3	$4.67M	Sell	61,584 -72	-0.1%	-$5.73K	0.74%	26
2023 Q2	$4.92M	Buy	+61,656	New	+$4.64M	0.79%	24

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

AlphaCore Capital's MOAT Position: Q2 2026 in Review

AlphaCore Capital held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 130,752 shares worth $13.6M. The position accounts for 0.25% of the portfolio, ranked #89.

AlphaCore Capital first reported a position in MOAT in Q2 2023 and has held it in 9 quarters since. 729 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

AlphaCore Capital held 130,752 shares of VanEck Morningstar Wide Moat ETF worth $13.6M as of Q2 2026.
AlphaCore Capital left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.25% of AlphaCore Capital's portfolio in Q2 2026, its #89 holding.
AlphaCore Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 9 quarters since.
729 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.