Bell Bank’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bell Bank’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	$284K	Hold	2,734	–	–	0.01%	172
2026 Q1	$264K	Buy	2,734 +243	+10%	+$25.2K	0.01%	161
2025 Q4	$258K	Hold	2,491	–	–	0.01%	167
2025 Q3	$247K	Hold	2,491	–	–	0.01%	179
2025 Q2	$234K	Sell	2,491 -1,269	-34%	-$111K	0.01%	188
2025 Q1	$331K	Buy	3,760 +1,269	+51%	+$117K	0.02%	155
2024 Q4	$231K	Buy	+2,491	New	+$240K	0.02%	179

Other funds holding MOAT

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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 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

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bell Bank's MOAT Position: Q2 2026 in Review

Bell Bank held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,734 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #172.

Bell Bank first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $331K in Q1 2025. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Bell Bank held 2,734 shares of VanEck Morningstar Wide Moat ETF worth $284K as of Q2 2026.
Bell Bank left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.01% of Bell Bank's portfolio in Q2 2026, its #172 holding.
Bell Bank first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Bell Bank's VanEck Morningstar Wide Moat ETF position peaked at $331K in Q1 2025.
118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.