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 Q3	$1.58M	Sell	14,913 -703	-5%	-$76.9K	0.41%	30
2026 Q2	$1.62M	Sell	15,616 -597	-4%	-$60.4K	0.42%	30
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	$10M	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

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Fiduciary Planning's MOAT Position: Q3 2026 in Review

Fiduciary Planning reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.5% in Q3 2026, selling an estimated $76.9K and leaving 14,913 shares worth $1.58M. The position accounts for 0.41% of the portfolio, ranked #30.

Fiduciary Planning first reported a position in MOAT in Q3 2023 and has held it in 13 quarters since. The position peaked at $10M in Q1 2024. 354 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Fiduciary Planning held 14,913 shares of VanEck Morningstar Wide Moat ETF worth $1.58M as of Q3 2026.
Fiduciary Planning sold 703 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $76.9K.
VanEck Morningstar Wide Moat ETF made up 0.41% of Fiduciary Planning's portfolio in Q3 2026, its #30 holding.
Fiduciary Planning first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 13 quarters since.
Fiduciary Planning's VanEck Morningstar Wide Moat ETF position peaked at $10M in Q1 2024.
354 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.