Altus Wealth Group
MOAT icon

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
Q3 		$21M Buy
198,996
+1,926
+1% +$211K 7.91% 3
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

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Altus Wealth Group's MOAT Position: Q3 2026 in Review

Altus Wealth Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.98% in Q3 2026, buying an estimated $211K and bringing the position to 198,996 shares worth $21M. The position accounts for 7.91% of the portfolio, ranked #3.

Altus Wealth Group first reported a position in MOAT in Q4 2022 and has held it in 16 quarters since. 231 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Altus Wealth Group held 198,996 shares of VanEck Morningstar Wide Moat ETF worth $21M as of Q3 2026.
  • Altus Wealth Group bought 1,926 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $211K.
  • VanEck Morningstar Wide Moat ETF made up 7.91% of Altus Wealth Group's portfolio in Q3 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 16 quarters since.
  • 231 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.