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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
Q3 		$3.16M Sell
29,917
-359
-1% -$39.3K 0.02% 586
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

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Farther Finance Advisors's MOAT Position: Q3 2026 in Review

Farther Finance Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.2% in Q3 2026, selling an estimated $39.3K and leaving 29,917 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #586.

Farther Finance Advisors first reported a position in MOAT in Q1 2023 and has held it in 15 quarters since. The position peaked at $9.77M in Q4 2024. 27 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Farther Finance Advisors held 29,917 shares of VanEck Morningstar Wide Moat ETF worth $3.16M as of Q3 2026.
  • Farther Finance Advisors sold 359 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $39.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #586 holding.
  • Farther Finance Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's VanEck Morningstar Wide Moat ETF position peaked at $9.77M in Q4 2024.
  • 27 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.