Diversify Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Diversify Advisory Services’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	$375K	Buy	3,373 +1,317	+64%	+$144K	0.01%	1023
2026 Q2	$218K	Buy	+2,056	New	+$208K	﹤0.01%	1169
2026 Q1	–	Sell	-3,104	Closed	-$332K	–	614
2025 Q4	$332K	Sell	3,104 -178	-5%	-$18.2K	0.01%	732
2025 Q3	$332K	Buy	3,282 +58	+2%	+$5.66K	0.01%	688
2025 Q2	$313K	Sell	3,224 -178	-5%	-$15.6K	0.01%	675
2025 Q1	$291K	Sell	3,402 -1,548	-31%	-$142K	0.02%	505
2024 Q4	$451K	Buy	+4,950	New	+$477K	0.02%	378

Other funds holding MOAT

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

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

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return

Diversify Advisory Services's MOAT Position: Q3 2026 in Review

Diversify Advisory Services increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 64% in Q3 2026, buying an estimated $144K and bringing the position to 3,373 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #1023.

Diversify Advisory Services first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $451K in Q4 2024. 176 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Diversify Advisory Services held 3,373 shares of VanEck Morningstar Wide Moat ETF worth $375K as of Q3 2026.
Diversify Advisory Services bought 1,317 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $144K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1023 holding.
Diversify Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Diversify Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $451K in Q4 2024.
176 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.