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

Fiduciary Planning’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 Q1	$1.57M	Sell	16,213 -467	-3%	-$48.4K	0.47%	29
2025 Q4	$1.73M	Sell	16,680 -993	-6%	-$101K	0.52%	28
2025 Q3	$1.75M	Sell	17,673 -1,939	-10%	-$189K	0.54%	28
2025 Q2	$1.84M	Sell	19,612 -4,209	-18%	-$369K	0.61%	26
2025 Q1	$2.1M	Sell	23,821 -6,425	-21%	-$591K	0.69%	26
2024 Q4	$2.8M	Sell	30,246 -2,238	-7%	-$216K	0.91%	22
2024 Q3	$3.15M	Sell	32,484 -9,551	-23%	-$873K	1.07%	21
2024 Q2	$3.64M	Sell	42,035 -68,673	-62%	-$5.97M	1.3%	18
2024 Q1	$9.95M	Buy	110,708 +2,765	+3%	+$237K	3.76%	8
2023 Q4	$9.16M	Buy	107,943 +74,893	+227%	+$5.82M	3.9%	7
2023 Q3	$2.51M	Buy	+33,050	New	+$2.63M	1.18%	20

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fiduciary Planning's MOAT Position: Q1 2026 in Review

Fiduciary Planning reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.8% in Q1 2026, selling an estimated $48.4K and leaving 16,213 shares worth $1.57M. The position accounts for 0.47% of the portfolio, ranked #29.

Fiduciary Planning first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.95M in Q1 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Fiduciary Planning held 16,213 shares of VanEck Morningstar Wide Moat ETF worth $1.57M as of Q1 2026.
Fiduciary Planning sold 467 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $48.4K.
VanEck Morningstar Wide Moat ETF made up 0.47% of Fiduciary Planning's portfolio in Q1 2026, its #29 holding.
Fiduciary Planning first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
Fiduciary Planning's VanEck Morningstar Wide Moat ETF position peaked at $9.95M in Q1 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.