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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Diversify Advisory Services's MOAT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 2,056 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MOAT as recently as Q4 2025.

Diversify Advisory Services first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $451K in Q4 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Diversify Advisory Services held 2,056 shares of VanEck Morningstar Wide Moat ETF worth $218K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Diversify Advisory Services position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1169 holding.
Diversify Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Diversify Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $451K in Q4 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.