Boyce & Associates Wealth Consulting
MOAT icon

Boyce & Associates Wealth Consulting’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Boyce & Associates Wealth Consulting’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
Q3 		$7.38M Sell
69,777
-35,292
-34% -$3.86M 4.48% 5
2026
Q2 		$10.9M Buy
105,069
+2,473
+2% +$250K 7.57% 2
2026
Q1 		$9.9M Sell
102,596
-794
-0.8% -$82.3K 7.51% 2
2025
Q4 		$10.7M Sell
103,390
-134
-0.1% -$13.7K 8.97% 2
2025
Q3 		$10.3M Sell
103,524
-15,484
-13% -$1.51M 8.4% 2
2025
Q2 		$11.2M Sell
119,008
-13,188
-10% -$1.16M 10.19% 2
2025
Q1 		$11.6M Sell
132,196
-777
-0.6% -$71.5K 11.63% 2
2024
Q4 		$12.3M Sell
132,973
-2,415
-2% -$233K 12.48% 1
2024
Q3 		$13.1M Buy
135,388
+4,490
+3% +$411K 13.64% 1
2024
Q2 		$11.3M Sell
130,898
-1,782
-1% -$155K 13.32% 1
2024
Q1 		$11.9M Buy
132,680
+6,971
+6% +$598K 15.4% 1
2023
Q4 		$10.7M Buy
125,709
+4,571
+4% +$355K 15.51% 1
2023
Q3 		$9.19M Buy
121,138
+24,875
+26% +$1.98M 15.3% 1
2023
Q2 		$7.68M Buy
96,263
+33,128
+52% +$2.49M 12.83% 1
2023
Q1 		$4.6M Sell
63,135
-16,430
-21% -$1.17M 8.23% 3
2022
Q4 		$5.16M Sell
79,565
-1,798
-2% -$117K 9.87% 3
2022
Q3 		$4.88M Sell
81,363
-11,053
-12% -$743K 10.05% 2
2022
Q2 		$5.89M Buy
+92,416
New +$6.34M 10.71% 2

Other funds holding MOAT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Boyce & Associates Wealth Consulting's MOAT Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 34% in Q3 2026, selling an estimated $3.86M and leaving 69,777 shares worth $7.38M. The position accounts for 4.48% of the portfolio, ranked #5.

Boyce & Associates Wealth Consulting first reported a position in MOAT in Q2 2022 and has held it in 18 quarters since. The position peaked at $13.1M in Q3 2024. 576 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 69,777 shares of VanEck Morningstar Wide Moat ETF worth $7.38M as of Q3 2026.
  • Boyce & Associates Wealth Consulting sold 35,292 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $3.86M.
  • VanEck Morningstar Wide Moat ETF made up 4.48% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #5 holding.
  • Boyce & Associates Wealth Consulting first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 18 quarters since.
  • Boyce & Associates Wealth Consulting's VanEck Morningstar Wide Moat ETF position peaked at $13.1M in Q3 2024.
  • 576 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.