Decker Retirement Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Decker Retirement Planning’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	–	Sell	-283	Closed	-$29.4K	–	442
2026 Q2	$29.4K	Hold	283	–	–	0.01%	150
2026 Q1	$27.4K	Hold	283	–	–	0.01%	122
2025 Q4	$29.3K	Hold	283	–	–	0.01%	113
2025 Q3	$28K	Hold	283	–	–	0.02%	119
2025 Q2	$26.5K	Buy	+283	New	+$24.8K	0.02%	103

Other funds holding MOAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Decker Retirement Planning's MOAT Position: Q3 2026 in Review

Decker Retirement Planning sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026, closing a stake of 283 shares — an estimated $29.4K sold.

Decker Retirement Planning first reported a position in MOAT in Q2 2025 and held it in 5 quarters. The position peaked at $29.4K in Q2 2026. 472 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Decker Retirement Planning reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2026 after selling out during the quarter.
Decker Retirement Planning sold 283 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $29.4K.
Decker Retirement Planning first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and held it in 5 quarters.
Decker Retirement Planning's VanEck Morningstar Wide Moat ETF position peaked at $29.4K in Q2 2026.
472 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.