Arkadios Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Arkadios Wealth 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	$761K	Buy	7,318 +110	+2%	+$11.1K	0.01%	916
2026 Q1	$697K	Buy	7,208 +1,790	+33%	+$186K	0.01%	951
2025 Q4	$561K	Buy	5,418 +975	+22%	+$99.6K	0.01%	949
2025 Q3	$440K	Buy	4,443 +101	+2%	+$9.85K	0.01%	992
2025 Q2	$407K	Buy	4,342 +303	+8%	+$26.6K	0.01%	933
2025 Q1	$355K	Buy	4,039 +1,150	+40%	+$106K	0.01%	835
2024 Q4	$268K	Sell	2,889 -57	-2%	-$5.49K	0.01%	760
2024 Q3	$286K	Sell	2,946 -210	-7%	-$19.2K	0.02%	727
2024 Q2	$273K	Buy	+3,156	New	+$274K	0.02%	662
2021 Q3	–	Sell	-334	Closed	-$24K	–	1980
2021 Q2	$24K	Hold	334	–	–	﹤0.01%	1205
2021 Q1	$23K	Hold	334	–	–	﹤0.01%	936
2020 Q4	$20K	Buy	+334	New	+$19.7K	﹤0.01%	755

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

Arkadios Wealth Advisors's MOAT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.5% in Q2 2026, buying an estimated $11.1K and bringing the position to 7,318 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #916.

Arkadios Wealth Advisors first reported a position in MOAT in Q4 2020 and has held it in 12 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Arkadios Wealth Advisors held 7,318 shares of VanEck Morningstar Wide Moat ETF worth $761K as of Q2 2026.
Arkadios Wealth Advisors bought 110 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $11.1K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #916 holding.
Arkadios Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 12 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.