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Fiduciary Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Fiduciary Financial Group’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 		$1.19M Sell
11,457
-4
-0% -$404 0.14% 103
2026
Q1 		$1.11M Sell
11,461
-1,335
-10% -$138K 0.15% 97
2025
Q4 		$1.33M Sell
12,796
-728
-5% -$74.3K 0.19% 80
2025
Q3 		$1.34M Sell
13,524
-2,423
-15% -$236K 0.21% 68
2025
Q2 		$1.52M Sell
15,947
-182,463
-92% -$16M 0.28% 56
2025
Q1 		$15.9M Sell
198,410
-4,773
-2% -$439K 3.45% 7
2024
Q4 		$18.5M Buy
203,183
+6,878
+4% +$663K 4.03% 5
2024
Q3 		$18.8M Buy
196,305
+2,861
+1% +$262K 4.31% 4
2024
Q2 		$17.3M Buy
+193,444
New +$16.8M 4.18% 4

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Fiduciary Financial Group's MOAT Position: Q2 2026 in Review

Fiduciary Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.03% in Q2 2026, selling an estimated $404 and leaving 11,457 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #103.

Fiduciary Financial Group first reported a position in MOAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.8M in Q3 2024. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Fiduciary Financial Group held 11,457 shares of VanEck Morningstar Wide Moat ETF worth $1.19M as of Q2 2026.
  • Fiduciary Financial Group sold 4 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $404.
  • VanEck Morningstar Wide Moat ETF made up 0.14% of Fiduciary Financial Group's portfolio in Q2 2026, its #103 holding.
  • Fiduciary Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $18.8M in Q3 2024.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.