Chris Bulman’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Chris Bulman’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 Q2	–	Sell	-29,818	Closed	-$2.62M	–	133
2025 Q1	$2.62M	Sell	29,818 -2,060	-6%	-$190K	1.66%	15
2024 Q4	$2.96M	Sell	31,878 -7,280	-19%	-$701K	1.89%	12
2024 Q3	$3.8M	Buy	39,158 +2,702	+7%	+$247K	2.58%	10
2024 Q2	$3.16M	Buy	+36,456	New	+$3.17M	2.16%	10

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chris Bulman's MOAT Position: Q2 2025 in Review

Chris Bulman sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 29,818 shares — an estimated $2.62M sold.

Chris Bulman first reported a position in MOAT in Q2 2024 and held it in 4 quarters. The position peaked at $3.8M in Q3 2024. 693 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Chris Bulman reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
Chris Bulman sold 29,818 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $2.62M.
Chris Bulman first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 4 quarters.
Chris Bulman's VanEck Morningstar Wide Moat ETF position peaked at $3.8M in Q3 2024.
693 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Chris Bulman's 13F filing for Q2 2025, filed 14 Jul 2025.