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Altus Wealth Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Altus Wealth Group’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 		$20.5M Buy
197,070
+996
+0.5% +$101K 7.4% 3
2026
Q1 		$19M Buy
196,074
+8,225
+4% +$853K 7.77% 2
2025
Q4 		$19.5M Buy
187,849
+9,240
+5% +$944K 7.77% 2
2025
Q3 		$17.7M Buy
178,609
+2,225
+1% +$217K 7.27% 2
2025
Q2 		$16.5M Sell
176,384
-8,641
-5% -$758K 7.32% 3
2025
Q1 		$16.3M Buy
185,025
+51,697
+39% +$4.76M 7.62% 3
2024
Q4 		$12.4M Sell
133,328
-22,259
-14% -$2.14M 5.47% 2
2024
Q3 		$15.1M Buy
155,587
+28,090
+22% +$2.57M 6.45% 2
2024
Q2 		$11M Buy
127,497
+55,569
+77% +$4.83M 5.53% 3
2024
Q1 		$6.47M Buy
71,928
+48,029
+201% +$4.12M 3.24% 6
2023
Q4 		$2.03M Buy
23,899
+1,262
+6% +$98K 1.12% 18
2023
Q3 		$1.72M Buy
22,637
+569
+3% +$45.3K 1.09% 21
2023
Q2 		$1.76M Buy
22,068
+278
+1% +$20.9K 1.08% 20
2023
Q1 		$1.61M Buy
21,790
+6,210
+40% +$441K 1.08% 21
2022
Q4 		$1.01M Buy
+15,580
New +$1.01M 0.77% 30

Other funds holding MOAT

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Altus Wealth Group's MOAT Position: Q2 2026 in Review

Altus Wealth Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.51% in Q2 2026, buying an estimated $101K and bringing the position to 197,070 shares worth $20.5M. The position accounts for 7.4% of the portfolio, ranked #3.

Altus Wealth Group first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Altus Wealth Group held 197,070 shares of VanEck Morningstar Wide Moat ETF worth $20.5M as of Q2 2026.
  • Altus Wealth Group bought 996 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $101K.
  • VanEck Morningstar Wide Moat ETF made up 7.4% of Altus Wealth Group's portfolio in Q2 2026, its #3 holding.
  • Altus Wealth Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
  • 118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.