Farther Finance Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Farther Finance 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	$3.15M	Buy	30,276 +3,055	+11%	+$309K	0.02%	544
2026 Q1	$2.63M	Sell	27,221 -8,842	-25%	-$917K	0.02%	535
2025 Q4	$3.73M	Sell	36,063 -9,784	-21%	-$999K	0.04%	385
2025 Q3	$4.54M	Sell	45,847 -26,740	-37%	-$2.61M	0.07%	242
2025 Q2	$6.81M	Sell	72,587 -18,891	-21%	-$1.66M	0.14%	140
2025 Q1	$8.02M	Sell	91,478 -13,865	-13%	-$1.28M	0.2%	103
2024 Q4	$9.77M	Buy	105,343 +104,576	+13,634%	+$10.1M	0.35%	61
2024 Q3	$74.4K	Hold	767	–	–	﹤0.01%	1446
2024 Q2	$65.8K	Hold	767	–	–	﹤0.01%	1296
2024 Q1	$68.4K	Sell	767 -62	-7%	-$5.32K	﹤0.01%	1074
2023 Q4	$70.4K	Hold	829	–	–	0.01%	914
2023 Q3	$62.9K	Buy	829 +81	+11%	+$6.45K	0.01%	710
2023 Q2	$59.7K	Buy	748 +205	+38%	+$15.4K	0.01%	612
2023 Q1	$40.1K	Buy	+543	New	+$38.5K	0.01%	671

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

Farther Finance Advisors's MOAT Position: Q2 2026 in Review

Farther Finance Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q2 2026, buying an estimated $309K and bringing the position to 30,276 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #544.

Farther Finance Advisors first reported a position in MOAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.77M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Farther Finance Advisors held 30,276 shares of VanEck Morningstar Wide Moat ETF worth $3.15M as of Q2 2026.
Farther Finance Advisors bought 3,055 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $309K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #544 holding.
Farther Finance Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's VanEck Morningstar Wide Moat ETF position peaked at $9.77M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.