BCM
MOAT icon

Brookstone Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Brookstone Capital Management’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 		$27.1M Sell
260,797
-9,281
-3% -$938K 0.27% 101
2026
Q1 		$26.1M Sell
270,078
-8,967
-3% -$929K 0.3% 90
2025
Q4 		$28.9M Sell
279,045
-27,170
-9% -$2.77M 0.33% 77
2025
Q3 		$30.3M Sell
306,215
-22,262
-7% -$2.17M 0.36% 59
2025
Q2 		$30.8M Sell
328,477
-548,074
-63% -$48.1M 0.4% 56
2025
Q1 		$77.1M Sell
876,551
-19,709
-2% -$1.81M 1.11% 17
2024
Q4 		$83.1M Sell
896,260
-118,880
-12% -$11.5M 1.21% 15
2024
Q3 		$98.4M Buy
1,015,140
+27,848
+3% +$2.55M 1.45% 10
2024
Q2 		$88.5M Buy
987,292
+285,929
+41% +$24.8M 1.47% 10
2024
Q1 		$63.1M Buy
701,363
+64,633
+10% +$5.55M 1.13% 16
2023
Q4 		$54M Buy
636,730
+78,906
+14% +$6.13M 1.05% 16
2023
Q3 		$41.5M Buy
557,824
+59,940
+12% +$4.77M 0.91% 17
2023
Q2 		$39.1M Buy
497,884
+67,647
+16% +$5.09M 0.79% 24
2023
Q1 		$31.7M Buy
430,237
+40,349
+10% +$2.86M 0.62% 36
2022
Q4 		$26.1M Sell
389,888
-1,709
-0.4% -$111K 0.53% 53
2022
Q3 		$23.3M Sell
391,597
-10,261
-3% -$690K 0.54% 45
2022
Q2 		$26.5M Sell
401,858
-40,081
-9% -$2.75M 0.59% 43
2022
Q1 		$32.3M Buy
441,939
+56,146
+15% +$4.14M 0.63% 41
2021
Q4 		$29.3M Sell
385,793
-61,101
-14% -$4.63M 0.5% 57
2021
Q3 		$33.5M Buy
446,894
+132,244
+42% +$9.95M 0.6% 50
2021
Q2 		$23.4M Buy
314,650
+141,319
+82% +$10.3M 0.42% 68
2021
Q1 		$12M Buy
173,331
+40,455
+30% +$2.67M 0.46% 54
2020
Q4 		$8.24M Buy
132,876
+74,443
+127% +$4.39M 0.33% 59
2020
Q3 		$3.19M Sell
58,433
-10,399
-15% -$568K 0.15% 102
2020
Q2 		$3.6M Sell
68,832
-112,398
-62% -$5.6M 0.22% 66
2020
Q1 		$7.93M Sell
181,230
-20,341
-10% -$1.05M 0.46% 33
2019
Q4 		$11M Buy
201,571
+55,562
+38% +$2.94M 0.56% 30
2019
Q3 		$7.32M Sell
146,009
-35,758
-20% -$1.75M 0.4% 40
2019
Q2 		$8.73M Buy
181,767
+2,521
+1% +$119K 0.5% 32
2019
Q1 		$8.36M Sell
179,246
-1,402
-0.8% -$63.4K 0.54% 35
2018
Q4 		$7.44M Buy
180,648
+15,613
+9% +$694K 0.56% 33
2018
Q3 		$7.71M Buy
165,035
+8,119
+5% +$370K 0.59% 36
2018
Q2 		$6.83M Buy
156,916
+10,411
+7% +$443K 0.6% 37
2018
Q1 		$6.08M Buy
146,505
+16,926
+13% +$735K 0.55% 43
2017
Q4 		$5.5M Buy
129,579
+38,244
+42% +$1.58M 0.49% 65
2017
Q3 		$3.68M Buy
91,335
+10,484
+13% +$415K 0.33% 95
2017
Q2 		$3.2M Buy
80,851
+50,286
+165% +$1.93M 0.3% 97
2017
Q1 		$1.15M Buy
+30,565
New +$1.13M 0.12% 134
2016
Q2 		– Sell
-26,814
Closed -$825K – 246
2016
Q1 		$825K Sell
26,814
-11,433
-30% -$327K 0.12% 132
2015
Q4 		$1.11M Sell
38,247
-2,423
-6% -$72.1K 0.21% 49
2015
Q3 		$1.14M Buy
40,670
+3,211
+9% +$96.1K 0.21% 39
2015
Q2 		$1.15M Buy
37,459
+1,210
+3% +$37.8K 0.14% 93
2015
Q1 		$1.1M Buy
36,249
+2,154
+6% +$65.1K 0.17% 81
2014
Q4 		$1.06M Sell
34,095
-1,314
-4% -$41.1K 0.18% 84
2014
Q3 		$1.11M Buy
35,409
+4,303
+14% +$134K 0.21% 44
2014
Q2 		$953K Buy
31,106
+4,602
+17% +$138K 0.19% 44
2014
Q1 		$777K Buy
26,504
+57
+0.2% +$1.64K 0.2% 43
2013
Q4 		$763K Buy
+26,447
New +$734K 0.22% 43

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
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
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Brookstone Capital Management's MOAT Position: Q2 2026 in Review

Brookstone Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.4% in Q2 2026, selling an estimated $938K and leaving 260,797 shares worth $27.1M. The position accounts for 0.27% of the portfolio, ranked #101.

Brookstone Capital Management first reported a position in MOAT in Q4 2013 and has held it in 48 quarters since. The position peaked at $98.4M in Q3 2024. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Brookstone Capital Management held 260,797 shares of VanEck Morningstar Wide Moat ETF worth $27.1M as of Q2 2026.
  • Brookstone Capital Management sold 9,281 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $938K.
  • VanEck Morningstar Wide Moat ETF made up 0.27% of Brookstone Capital Management's portfolio in Q2 2026, its #101 holding.
  • Brookstone Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2013 and has held it in 48 quarters since.
  • Brookstone Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $98.4M in Q3 2024.
  • 118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.