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

Convergence Financial’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 Q3	$756K	Buy	+7,154	New	+$782K	0.11%	141

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Convergence Financial's MOAT Position: Q3 2026 in Review

Convergence Financial opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026: 7,154 shares worth $756K. The stake represents 0.11% of the portfolio and ranks #141 among its holdings.

300 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Convergence Financial held 7,154 shares of VanEck Morningstar Wide Moat ETF worth $756K as of Q3 2026.
VanEck Morningstar Wide Moat ETF was a new Convergence Financial position in Q3 2026.
VanEck Morningstar Wide Moat ETF made up 0.11% of Convergence Financial's portfolio in Q3 2026, its #141 holding.
300 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.