CA
MOAT icon

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

CoreCap 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 		$143K Buy
1,371
+8
+0.6% +$809 ﹤0.01% 984
2026
Q1 		$132K Sell
1,363
-182
-12% -$18.9K ﹤0.01% 942
2025
Q4 		$160K Sell
1,545
-6
-0.4% -$613 0.01% 864
2025
Q3 		$154K Sell
1,551
-982
-39% -$95.8K 0.01% 880
2025
Q2 		$238K Sell
2,533
-276
-10% -$24.2K 0.01% 691
2025
Q1 		$247K Sell
2,809
-960
-25% -$88.3K 0.01% 630
2024
Q4 		$349K Buy
3,769
+853
+29% +$82.2K 0.02% 554
2024
Q3 		$283K Buy
2,916
+2,133
+272% +$195K 0.01% 590
2024
Q2 		$67.8K Sell
783
-38,209
-98% -$3.32M 0.01% 591
2024
Q1 		$3.51M Buy
38,992
+1,368
+4% +$117K 0.19% 102
2023
Q4 		$3.19M Sell
37,624
-14,334
-28% -$1.11M 0.21% 99
2023
Q3 		$3.94M Buy
51,958
+35,813
+222% +$2.85M 0.28% 71
2023
Q2 		$1.29M Buy
+16,145
New +$1.22M 0.09% 212
2022
Q4 		$57.8K Buy
+891
New +$57.8K ﹤0.01% 941
2022
Q3 		– Sell
-46
Closed -$3K – 1473
2022
Q2 		$3K Buy
+46
New +$3.16K ﹤0.01% 1799
2022
Q1 		– Sell
-46
Closed -$4K – 1466
2021
Q4 		$4K Buy
+46
New +$3.49K ﹤0.01% 1809

Other funds holding MOAT

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CoreCap Advisors's MOAT Position: Q2 2026 in Review

CoreCap Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.59% in Q2 2026, buying an estimated $809 and bringing the position to 1,371 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

CoreCap Advisors first reported a position in MOAT in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.94M in Q3 2023. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • CoreCap Advisors held 1,371 shares of VanEck Morningstar Wide Moat ETF worth $143K as of Q2 2026.
  • CoreCap Advisors bought 8 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $809.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #984 holding.
  • CoreCap Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.94M in Q3 2023.
  • 118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.