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Cary Street Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cary Street Partners’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 		$618K Sell
5,944
-927
-13% -$93.7K 0.01% 609
2026
Q1 		$664K Sell
6,871
-4,406
-39% -$457K 0.02% 526
2025
Q4 		$1.17M Sell
11,277
-2,256
-17% -$230K 0.03% 410
2025
Q3 		$1.34M Sell
13,533
-34,415
-72% -$3.36M 0.03% 378
2025
Q2 		$4.5M Sell
47,948
-621
-1% -$54.5K 0.13% 181
2025
Q1 		$4.27M Buy
48,569
+814
+2% +$74.9K 0.14% 165
2024
Q4 		$4.43M Buy
+47,755
New +$4.6M 0.14% 149

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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
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

Cary Street Partners's MOAT Position: Q2 2026 in Review

Cary Street Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q2 2026, selling an estimated $93.7K and leaving 5,944 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #609.

Cary Street Partners first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.5M in Q2 2025. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cary Street Partners held 5,944 shares of VanEck Morningstar Wide Moat ETF worth $618K as of Q2 2026.
  • Cary Street Partners sold 927 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $93.7K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #609 holding.
  • Cary Street Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's VanEck Morningstar Wide Moat ETF position peaked at $4.5M in Q2 2025.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.