Burt Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Burt Wealth Advisors’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
2025 Q3	$201K	Buy	+2,023	New	+$197K	0.05%	115
2025 Q1	–	Sell	-2,482	Closed	-$230K	–	113
2024 Q4	$230K	Buy	2,482 +6	+0.2%	+$578	0.06%	108
2024 Q3	$240K	Sell	2,476 -289	-10%	-$26.4K	0.06%	108
2024 Q2	$239K	Hold	2,765	–	–	0.06%	101
2024 Q1	$249K	Hold	2,765	–	–	0.06%	107
2023 Q4	$235K	Buy	2,765 +4	+0.1%	+$311	0.07%	102
2023 Q3	$209K	Buy	2,761 +119	+5%	+$9.48K	0.06%	95
2023 Q2	$211K	Buy	+2,642	New	+$199K	0.06%	104

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

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 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

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

Burt Wealth Advisors's MOAT Position: Q3 2025 in Review

Burt Wealth Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025: 2,023 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #115 among its holdings. This is a return to the name: Burt Wealth Advisors previously reported a position in MOAT as recently as Q4 2024.

Burt Wealth Advisors first reported a position in MOAT in Q2 2023 and has held it in 8 quarters since. The position peaked at $249K in Q1 2024. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Burt Wealth Advisors held 2,023 shares of VanEck Morningstar Wide Moat ETF worth $201K as of Q3 2025.
VanEck Morningstar Wide Moat ETF was a new Burt Wealth Advisors position in Q3 2025.
VanEck Morningstar Wide Moat ETF made up 0.05% of Burt Wealth Advisors's portfolio in Q3 2025, its #115 holding.
Burt Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 8 quarters since.
Burt Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $249K in Q1 2024.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.