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Buttonwood Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Buttonwood Financial 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
2026
Q2 		$28.2M Sell
271,209
-3,144
-1% -$318K 8.58% 1
2026
Q1 		$26.5M Sell
274,353
-12,857
-4% -$1.33M 8.88% 1
2025
Q4 		$29.7M Sell
287,210
-11,353
-4% -$1.16M 9.92% 1
2025
Q3 		$29.6M Buy
298,563
+31,314
+12% +$3.05M 10.19% 1
2025
Q2 		$25.1M Sell
267,249
-6,083
-2% -$534K 10.06% 1
2025
Q1 		$24.1M Buy
273,332
+17,335
+7% +$1.6M 10.57% 1
2024
Q4 		$23.7M Buy
255,997
+12,119
+5% +$1.17M 10.44% 1
2024
Q3 		$23.6M Buy
243,878
+26,783
+12% +$2.45M 10.31% 1
2024
Q2 		$18.8M Buy
217,095
+22,268
+11% +$1.93M 8.87% 1
2024
Q1 		$17.5M Buy
194,827
+9,229
+5% +$792K 8.24% 1
2023
Q4 		$15.8M Buy
185,598
+27,104
+17% +$2.1M 8.58% 1
2023
Q3 		$12M Buy
158,494
+16,237
+11% +$1.29M 7.62% 1
2023
Q2 		$11.4M Buy
142,257
+17,390
+14% +$1.31M 7.11% 2
2023
Q1 		$9.22M Buy
124,867
+6,416
+5% +$455K 7.15% 2
2022
Q4 		$7.69M Buy
118,451
+1,548
+1% +$100K 6.47% 3
2022
Q3 		$7.07M Buy
116,903
+26,334
+29% +$1.77M 6.38% 4
2022
Q2 		$5.77M Buy
90,569
+24,385
+37% +$1.67M 5.21% 5
2022
Q1 		$4.94M Buy
66,184
+10,371
+19% +$764K 4.46% 6
2021
Q4 		$4.25M Buy
+55,813
New +$4.23M 4.15% 7

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Buttonwood Financial Advisors's MOAT Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.1% in Q2 2026, selling an estimated $318K and leaving 271,209 shares worth $28.2M. The position accounts for 8.58% of the portfolio, ranked #1.

Buttonwood Financial Advisors first reported a position in MOAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.7M in Q4 2025. 155 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Buttonwood Financial Advisors held 271,209 shares of VanEck Morningstar Wide Moat ETF worth $28.2M as of Q2 2026.
  • Buttonwood Financial Advisors sold 3,144 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $318K.
  • VanEck Morningstar Wide Moat ETF made up 8.58% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Buttonwood Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $29.7M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.