Fermata Advisors
MOAT icon

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

Fermata 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 		$13M Buy
122,627
+216
+0.2% +$23.6K 2.51% 4
2026
Q2 		$12.7M Sell
122,411
-1,829
-1% -$185K 2.57% 4
2026
Q1 		$12M Sell
124,240
-830
-0.7% -$86K 2.71% 4
2025
Q4 		$13M Buy
125,070
+3,073
+3% +$314K 3.11% 4
2025
Q3 		$12.1M Sell
121,997
-4,610
-4% -$450K 3.07% 5
2025
Q2 		$11.9M Sell
126,607
-11,333
-8% -$994K 3.17% 2
2025
Q1 		$12.1M Buy
137,940
+6,444
+5% +$593K 2.2% 9
2024
Q4 		$12.2M Buy
131,496
+20,183
+18% +$1.94M 2.28% 7
2024
Q3 		$10.8M Buy
111,313
+15,122
+16% +$1.38M 2.19% 8
2024
Q2 		$8.33M Buy
96,191
+7,841
+9% +$681K 1.91% 10
2024
Q1 		$7.94M Buy
88,350
+4,221
+5% +$362K 1.79% 15
2023
Q4 		$7.14M Buy
84,129
+6,847
+9% +$532K 1.7% 17
2023
Q3 		$5.86M Buy
77,282
+6,981
+10% +$556K 1.65% 20
2023
Q2 		$5.61M Buy
70,301
+36,536
+108% +$2.75M 5.07% 2
2023
Q1 		$2.49M Sell
33,765
-28,447
-46% -$2.02M 1.51% 16
2022
Q4 		$4.04M Buy
62,212
+850
+1% +$55.1K 1.2% 30
2022
Q3 		$3.68M Sell
61,362
-9,874
-14% -$664K 1.2% 23
2022
Q2 		$4.54M Sell
71,236
-15,923
-18% -$1.09M 1.58% 18
2022
Q1 		$6.51M Sell
87,159
-20,538
-19% -$1.51M 2.44% 8
2021
Q4 		$8.2M Buy
107,697
+14,394
+15% +$1.09M 3% 7
2021
Q3 		$6.83M Buy
93,303
+14,043
+18% +$1.06M 3.02% 8
2021
Q2 		$5.87M Buy
+79,260
New +$5.77M 3.41% 6

Other funds holding MOAT

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Fermata Advisors's MOAT Position: Q3 2026 in Review

Fermata Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.18% in Q3 2026, buying an estimated $23.6K and bringing the position to 122,627 shares worth $13M. The position accounts for 2.51% of the portfolio, ranked #4.

Fermata Advisors first reported a position in MOAT in Q2 2021 and has held it in 22 quarters since. 250 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Fermata Advisors held 122,627 shares of VanEck Morningstar Wide Moat ETF worth $13M as of Q3 2026.
  • Fermata Advisors bought 216 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $23.6K.
  • VanEck Morningstar Wide Moat ETF made up 2.51% of Fermata Advisors's portfolio in Q3 2026, its #4 holding.
  • Fermata Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 22 quarters since.
  • 250 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.