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

Defined 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
2026
Q2 		$1.38M Sell
13,272
-461
-3% -$46.6K 0.71% 41
2026
Q1 		$1.33M Sell
13,733
-191
-1% -$19.8K 0.78% 32
2025
Q4 		$1.44M Buy
13,924
+5
+0% +$511 0.83% 31
2025
Q3 		$1.38M Sell
13,919
-176
-1% -$17.2K 0.8% 33
2025
Q2 		$1.32M Sell
14,095
-394
-3% -$34.6K 0.82% 30
2025
Q1 		$1.28M Sell
14,489
-70
-0.5% -$6.44K 0.86% 30
2024
Q4 		$1.35M Sell
14,559
-48
-0.3% -$4.62K 0.89% 32
2024
Q3 		$1.42M Sell
14,607
-107
-0.7% -$9.78K 0.92% 31
2024
Q2 		$1.27M Sell
14,714
-38
-0.3% -$3.3K 0.89% 31
2024
Q1 		$1.33M Sell
14,752
-103
-0.7% -$8.84K 0.95% 29
2023
Q4 		$1.26M Sell
14,855
-40
-0.3% -$3.11K 0.97% 30
2023
Q3 		$1.13M Sell
14,895
-30
-0.2% -$2.39K 0.96% 31
2023
Q2 		$1.19M Buy
14,925
+937
+7% +$70.5K 1% 28
2023
Q1 		$1.03M Buy
13,988
+2,179
+18% +$155K 0.96% 28
2022
Q4 		$767K Sell
11,809
-1,421
-11% -$92.2K 0.72% 39
2022
Q3 		$794K Buy
13,230
+21
+0.2% +$1.41K 0.87% 31
2022
Q2 		$842K Sell
13,209
-70
-0.5% -$4.8K 0.86% 30
2022
Q1 		$992K Sell
13,279
-3,170
-19% -$234K 0.87% 27
2021
Q4 		$1.25M Buy
16,449
+1,694
+11% +$128K 1.02% 25
2021
Q3 		$1.08M Buy
14,755
+1
+0% +$75 0.96% 25
2021
Q2 		$1.09M Sell
14,754
-751
-5% -$54.7K 0.97% 25
2021
Q1 		$1.07M Sell
15,505
-4,100
-21% -$270K 1.02% 25
2020
Q4 		$1.22M Buy
+19,605
New +$1.15M 1.2% 19

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Defined Wealth Management's MOAT Position: Q2 2026 in Review

Defined Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.4% in Q2 2026, selling an estimated $46.6K and leaving 13,272 shares worth $1.38M. The position accounts for 0.71% of the portfolio, ranked #41.

Defined Wealth Management first reported a position in MOAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Defined Wealth Management held 13,272 shares of VanEck Morningstar Wide Moat ETF worth $1.38M as of Q2 2026.
  • Defined Wealth Management sold 461 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $46.6K.
  • VanEck Morningstar Wide Moat ETF made up 0.71% of Defined Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Defined Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 23 quarters since.
  • Defined Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $1.44M in Q4 2025.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.