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

Aptus Capital Advisors’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 		$3.02M Buy
29,026
+3,109
+12% +$314K 0.02% 444
2026
Q1 		$2.51M Sell
25,917
-167
-0.6% -$17.3K 0.02% 439
2025
Q4 		$2.7M Buy
26,084
+4,864
+23% +$497K 0.02% 404
2025
Q3 		$2.1M Buy
21,220
+262
+1% +$25.6K 0.02% 428
2025
Q2 		$1.97M Buy
20,958
+1,299
+7% +$114K 0.02% 424
2025
Q1 		$1.73M Sell
19,659
-7,822
-28% -$720K 0.02% 418
2024
Q4 		$2.55M Buy
27,481
+11,447
+71% +$1.1M 0.03% 360
2024
Q3 		$1.55M Buy
16,034
+1,416
+10% +$129K 0.02% 345
2024
Q2 		$1.27M Sell
14,618
-157
-1% -$13.6K 0.02% 353
2024
Q1 		$1.33M Buy
14,775
+986
+7% +$84.6K 0.02% 351
2023
Q4 		$1.17M Sell
13,789
-28,312
-67% -$2.2M 0.03% 270
2023
Q3 		$3.19M Buy
42,101
+32,844
+355% +$2.62M 0.09% 178
2023
Q2 		$739K Sell
9,257
-738
-7% -$55.5K 0.02% 291
2023
Q1 		$738K Buy
+9,995
New +$709K 0.02% 290
2020
Q4 		– Sell
-16,097
Closed -$878K – 507
2020
Q3 		$878K Sell
16,097
-3,054
-16% -$167K 0.05% 159
2020
Q2 		$1M Buy
19,151
+262
+1% +$13K 0.06% 129
2020
Q1 		$826K Buy
18,889
+5,153
+38% +$265K 0.07% 130
2019
Q4 		$752K Sell
13,736
-1,104
-7% -$58.4K 0.05% 201
2019
Q3 		$744K Sell
14,840
-646
-4% -$31.7K 0.04% 201
2019
Q2 		$743K Buy
+15,486
New +$733K 0.1% 149

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

Aptus Capital Advisors's MOAT Position: Q2 2026 in Review

Aptus Capital Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q2 2026, buying an estimated $314K and bringing the position to 29,026 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #444.

Aptus Capital Advisors first reported a position in MOAT in Q2 2019 and has held it in 20 quarters since. The position peaked at $3.19M in Q3 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Aptus Capital Advisors held 29,026 shares of VanEck Morningstar Wide Moat ETF worth $3.02M as of Q2 2026.
  • Aptus Capital Advisors bought 3,109 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $314K.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #444 holding.
  • Aptus Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 20 quarters since.
  • Aptus Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.19M in Q3 2023.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.