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BFSG LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

BFSG LLC’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 		$1.66K Hold
16
– – ﹤0.01% 708
2026
Q1 		$1.55K Sell
16
-8
-33% -$829 ﹤0.01% 686
2025
Q4 		$2.49K Sell
24
-56
-70% -$5.72K ﹤0.01% 637
2025
Q3 		$7.93K Sell
80
-10
-11% -$975 ﹤0.01% 558
2025
Q2 		$8.44K Sell
90
-135
-60% -$11.8K ﹤0.01% 529
2025
Q1 		$19.8K Sell
225
-135
-38% -$12.4K ﹤0.01% 450
2024
Q4 		$33.4K Buy
+360
New +$34.7K ﹤0.01% 411

Other funds holding MOAT

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

BFSG LLC's MOAT Position: Q2 2026 in Review

BFSG LLC held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 16 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

BFSG LLC first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.4K in Q4 2024. 134 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • BFSG LLC held 16 shares of VanEck Morningstar Wide Moat ETF worth $1.66K as of Q2 2026.
  • BFSG LLC left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #708 holding.
  • BFSG LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
  • BFSG LLC's VanEck Morningstar Wide Moat ETF position peaked at $33.4K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.