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

Berger Financial 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 Q1	$1.5M	Sell	15,516 -203	-1%	-$21K	0.08%	172
2025 Q4	$1.63M	Sell	15,719 -1,430	-8%	-$146K	0.09%	162
2025 Q3	$1.7M	Buy	17,149 +40	+0.2%	+$3.9K	0.1%	155
2025 Q2	$1.6M	Sell	17,109 -709	-4%	-$62.2K	0.1%	150
2025 Q1	$1.57M	Sell	17,818 -1,707	-9%	-$157K	0.11%	146
2024 Q4	$1.81M	Sell	19,525 -2,023	-9%	-$195K	0.12%	132
2024 Q3	$2.09M	Sell	21,548 -1,458	-6%	-$133K	0.15%	118
2024 Q2	$1.99M	Sell	23,006 -3,704	-14%	-$322K	0.16%	114
2024 Q1	$2.4M	Buy	26,710 +21,658	+429%	+$1.86M	0.2%	107
2023 Q4	$429K	Buy	+5,052	New	+$392K	0.04%	180

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Berger Financial Group's MOAT Position: Q1 2026 in Review

Berger Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.3% in Q1 2026, selling an estimated $21K and leaving 15,516 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #172.

Berger Financial Group first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.4M in Q1 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Berger Financial Group held 15,516 shares of VanEck Morningstar Wide Moat ETF worth $1.5M as of Q1 2026.
Berger Financial Group sold 203 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $21K.
VanEck Morningstar Wide Moat ETF made up 0.08% of Berger Financial Group's portfolio in Q1 2026, its #172 holding.
Berger Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Berger Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $2.4M in Q1 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.