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

Cahill 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 		$49.5M Sell
476,253
-3,017
-0.6% -$305K 4.75% 4
2026
Q1 		$46.3M Sell
479,270
-86,287
-15% -$8.94M 5.02% 3
2025
Q4 		$47.7M Buy
565,557
+120,007
+27% +$12.3M 5.21% 2
2025
Q3 		$44.2M Sell
445,550
-3,249
-0.7% -$317K 5.03% 2
2025
Q2 		$42.1M Sell
448,799
-4,933
-1% -$433K 5.22% 2
2025
Q1 		$39.9M Sell
453,732
-6,046
-1% -$556K 5.43% 2
2024
Q4 		$42.6M Buy
459,778
+4,256
+0.9% +$410K 5.78% 2
2024
Q3 		$44.2M Sell
455,522
-39,694
-8% -$3.63M 6.04% 2
2024
Q2 		$42.9M Sell
495,216
-46,977
-9% -$4.08M 5.87% 2
2024
Q1 		$48.7M Buy
542,193
+21,096
+4% +$1.81M 6.65% 1
2023
Q4 		$44.2M Buy
521,097
+30,981
+6% +$2.41M 6.54% 1
2023
Q3 		$37.2M Buy
490,116
+13,002
+3% +$1.04M 6.17% 1
2023
Q2 		$38.1M Buy
477,114
+33,941
+8% +$2.55M 6.16% 1
2023
Q1 		$32.7M Buy
443,173
+26,130
+6% +$1.85M 5.81% 1
2022
Q4 		$27.1M Buy
417,043
+62,380
+18% +$4.05M 5.2% 1
2022
Q3 		$21.3M Buy
354,663
+39,553
+13% +$2.66M 4.49% 1
2022
Q2 		$20.1M Buy
315,110
+28,979
+10% +$1.99M 4.27% 2
2022
Q1 		$21.4M Buy
286,131
+36,699
+15% +$2.7M 4.02% 2
2021
Q4 		$19M Buy
249,432
+29,702
+14% +$2.25M 3.67% 3
2021
Q3 		$16.1M Buy
219,730
+32,109
+17% +$2.42M 3.3% 4
2021
Q2 		$13.9M Buy
187,621
+13,115
+8% +$955K 3.13% 7
2021
Q1 		$12.1M Buy
174,506
+4,852
+3% +$320K 2.95% 8
2020
Q4 		$10.5M Buy
169,654
+8,213
+5% +$484K 2.65% 9
2020
Q3 		$8.81M Buy
161,441
+246
+0.2% +$13.4K 3.17% 6
2020
Q2 		$8.42M Buy
161,195
+58,427
+57% +$2.91M 3.26% 6
2020
Q1 		$4.5M Buy
102,768
+4,388
+4% +$226K 2.09% 7
2019
Q4 		$5.39M Buy
98,380
+7,276
+8% +$385K 1.96% 9
2019
Q3 		$4.57M Buy
91,104
+2,188
+2% +$107K 1.78% 10
2019
Q2 		$4.27M Buy
88,916
+5,482
+7% +$260K 1.69% 13
2019
Q1 		$3.89M Buy
83,434
+5,447
+7% +$246K 1.62% 14
2018
Q4 		$3.21M Buy
77,987
+8,319
+12% +$370K 1.61% 15
2018
Q3 		$3.26M Sell
69,668
-220
-0.3% -$10K 1.44% 17
2018
Q2 		$3.04M Sell
69,888
-2,802
-4% -$119K 1.41% 17
2018
Q1 		$3.02M Buy
72,690
+1,150
+2% +$49.9K 1.44% 17
2017
Q4 		$3.04M Buy
71,540
+2,164
+3% +$89.3K 1.52% 16
2017
Q3 		$2.8M Buy
69,376
+5,768
+9% +$228K 1.48% 17
2017
Q2 		$2.52M Buy
63,608
+5,931
+10% +$228K 1.39% 18
2017
Q1 		$2.17M Sell
57,677
-920
-2% -$33.9K 1.25% 26
2016
Q4 		$2.04M Buy
58,597
+208
+0.4% +$7.16K 1.24% 27
2016
Q3 		$1.99M Sell
58,389
-115
-0.2% -$3.93K 1.29% 26
2016
Q2 		$1.9M Sell
58,504
-674
-1% -$21.7K 1.33% 24
2016
Q1 		$1.82M Sell
59,178
-5,984
-9% -$171K 1.36% 25
2015
Q4 		$1.88M Sell
65,162
-4,670
-7% -$139K 1.54% 21
2015
Q3 		$1.95M Sell
69,832
-8,992
-11% -$269K 1.59% 21
2015
Q2 		$2.42M Sell
78,824
-4,079
-5% -$127K 1.81% 17
2015
Q1 		$2.51M Sell
82,903
-1,764
-2% -$53.3K 1.91% 17
2014
Q4 		$2.63M Buy
84,667
+6,161
+8% +$193K 2.03% 16
2014
Q3 		$2.46M Buy
78,506
+308
+0.4% +$9.58K 1.96% 16
2014
Q2 		$2.4M Buy
78,198
+3,705
+5% +$111K 1.88% 17
2014
Q1 		$2.18M Buy
74,493
+1,307
+2% +$37.5K 1.87% 17
2013
Q4 		$2.11M Buy
+73,186
New +$2.03M 1.83% 18

Other funds holding MOAT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

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

Cahill Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.63% in Q2 2026, selling an estimated $305K and leaving 476,253 shares worth $49.5M. The position accounts for 4.75% of the portfolio, ranked #4.

Cahill Financial Advisors first reported a position in MOAT in Q4 2013 and has held it in 51 quarters since. 556 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cahill Financial Advisors held 476,253 shares of VanEck Morningstar Wide Moat ETF worth $49.5M as of Q2 2026.
  • Cahill Financial Advisors sold 3,017 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $305K.
  • VanEck Morningstar Wide Moat ETF made up 4.75% of Cahill Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Cahill Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2013 and has held it in 51 quarters since.
  • 556 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.