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Congress Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Congress Wealth Management’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 		$8.89M Sell
94,783
-311
-0.3% -$27.3K 0.09% 271
2025
Q1 		$8.37M Buy
+95,094
New +$8.75M 0.1% 235

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Congress Wealth Management's MOAT Position: Q2 2025 in Review

Congress Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.33% in Q2 2025, selling an estimated $27.3K and leaving 94,783 shares worth $8.89M. The position accounts for 0.09% of the portfolio, ranked #271.

Congress Wealth Management first reported a position in MOAT in Q1 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Congress Wealth Management held 94,783 shares of VanEck Morningstar Wide Moat ETF worth $8.89M as of Q2 2025.
  • Congress Wealth Management sold 311 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $27.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #271 holding.
  • Congress Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.