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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
Q3 		$1.33M Sell
12,591
-681
-5% -$74.5K 0.68% 41
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% -$9.8K 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

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
BAM
Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Defined Wealth Management's MOAT Position: Q3 2026 in Review

Defined Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.1% in Q3 2026, selling an estimated $74.5K and leaving 12,591 shares worth $1.33M. The position accounts for 0.68% of the portfolio, ranked #41.

Defined Wealth Management first reported a position in MOAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q4 2025. 140 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Defined Wealth Management held 12,591 shares of VanEck Morningstar Wide Moat ETF worth $1.33M as of Q3 2026.
  • Defined Wealth Management sold 681 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $74.5K.
  • VanEck Morningstar Wide Moat ETF made up 0.68% of Defined Wealth Management's portfolio in Q3 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 24 quarters since.
  • Defined Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $1.44M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.