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MOAT icon

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

Apexium 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
2025
Q3 		$58.3M Buy
588,005
+2,904
+0.5% +$283K 2.84% 6
2025
Q2 		$54.9M Buy
585,101
+6,975
+1% +$612K 2.91% 5
2025
Q1 		$50.9M Buy
578,126
+1,391
+0.2% +$128K 3.03% 6
2024
Q4 		$53.5M Buy
576,735
+19,388
+3% +$1.87M 3.25% 5
2024
Q3 		$54M Buy
557,347
+39,882
+8% +$3.65M 3.56% 5
2024
Q2 		$44.8M Buy
517,465
+13,275
+3% +$1.15M 3.2% 5
2024
Q1 		$45.3M Buy
504,190
+13,245
+3% +$1.14M 3.44% 5
2023
Q4 		$41.7M Buy
490,945
+13,951
+3% +$1.08M 2.99% 6
2023
Q3 		$36.2M Buy
476,994
+8,985
+2% +$715K 3.63% 4
2023
Q2 		$37.3M Buy
468,009
+21,035
+5% +$1.58M 3.31% 6
2023
Q1 		$33M Buy
446,974
+6,359
+1% +$451K 3.24% 6
2022
Q4 		$28.6M Buy
440,615
+54,207
+14% +$3.52M 2.97% 5
2022
Q3 		$23.2M Buy
386,408
+273,498
+242% +$18.4M 2.88% 5
2022
Q2 		$7.15M Sell
112,910
-54,851
-33% -$3.76M 4.11% 6
2022
Q1 		$12.7M Buy
167,761
+187
+0.1% +$13.8K 6.68% 5
2021
Q4 		$12.8M Buy
167,574
+1,073
+0.6% +$81.3K 6.58% 5
2021
Q3 		$12.2M Buy
166,501
+11,229
+7% +$845K 7.05% 4
2021
Q2 		$11.5M Buy
155,272
+37,619
+32% +$2.74M 7.16% 5
2021
Q1 		$8.15M Buy
117,653
+7,910
+7% +$521K 5.98% 5
2020
Q4 		$6.8M Sell
109,743
-40
-0% -$2.36K 5.38% 6
2020
Q3 		$6.02M Buy
109,783
+57,581
+110% +$3.15M 4.88% 7
2020
Q2 		$2.73M Buy
+52,202
New +$2.6M 2.47% 11

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Apexium Financial's MOAT Position: Q3 2025 in Review

Apexium Financial increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.5% in Q3 2025, buying an estimated $283K and bringing the position to 588,005 shares worth $58.3M. The position accounts for 2.84% of the portfolio, ranked #6.

Apexium Financial first reported a position in MOAT in Q2 2020 and has held it in 22 quarters since. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Apexium Financial held 588,005 shares of VanEck Morningstar Wide Moat ETF worth $58.3M as of Q3 2025.
  • Apexium Financial bought 2,904 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $283K.
  • VanEck Morningstar Wide Moat ETF made up 2.84% of Apexium Financial's portfolio in Q3 2025, its #6 holding.
  • Apexium Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 22 quarters since.
  • 679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.