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

DHJJ Financial 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 		$723K Buy
6,955
+4,950
+247% +$500K 0.21% 85
2026
Q1 		$194K Hold
2,005
– – 0.06% 198
2025
Q4 		$208K Sell
2,005
-114
-5% -$11.6K 0.07% 185
2025
Q3 		$210K Sell
2,119
-1,029
-33% -$100K 0.07% 167
2025
Q2 		$295K Sell
3,148
-1,228
-28% -$108K 0.11% 136
2025
Q1 		$385K Sell
4,376
-699
-14% -$64.3K 0.16% 109
2024
Q4 		$471K Sell
5,075
-419
-8% -$40.4K 0.18% 91
2024
Q3 		$533K Sell
5,494
-1,913
-26% -$175K 0.21% 85
2024
Q2 		$642K Buy
7,407
+615
+9% +$53.4K 0.27% 71
2024
Q1 		$611K Buy
6,792
+846
+14% +$72.6K 0.27% 71
2023
Q4 		$505K Buy
5,946
+576
+11% +$44.7K 0.24% 74
2023
Q3 		$407K Buy
5,370
+784
+17% +$62.4K 0.21% 84
2023
Q2 		$366K Buy
4,586
+220
+5% +$16.6K 0.19% 99
2023
Q1 		$322K Buy
4,366
+9
+0.2% +$639 0.17% 104
2022
Q4 		$283K Buy
4,357
+790
+22% +$51.2K 0.16% 112
2022
Q3 		$214K Buy
+3,567
New +$240K 0.12% 122

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

DHJJ Financial Advisors's MOAT Position: Q2 2026 in Review

DHJJ Financial Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 247% in Q2 2026, buying an estimated $500K and bringing the position to 6,955 shares worth $723K. The position accounts for 0.21% of the portfolio, ranked #85.

DHJJ Financial Advisors first reported a position in MOAT in Q3 2022 and has held it in 16 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • DHJJ Financial Advisors held 6,955 shares of VanEck Morningstar Wide Moat ETF worth $723K as of Q2 2026.
  • DHJJ Financial Advisors bought 4,950 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $500K.
  • VanEck Morningstar Wide Moat ETF made up 0.21% of DHJJ Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • DHJJ Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 16 quarters since.
  • 733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.