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Financial Management Network’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Financial Management Network’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 		$46.6M Sell
471,314
-12,413
-3% -$1.29M 7.14% 2
2025
Q4 		$50.1M Sell
483,727
-2,208
-0.5% -$225K 7.92% 2
2025
Q3 		$49.1M Sell
485,935
-14,065
-3% -$1.37M 8.09% 2
2025
Q2 		$48.4M Sell
500,000
-2,966
-0.6% -$260K 8.68% 2
2025
Q1 		$39.5M Buy
502,966
+5,372
+1% +$494K 8.89% 2
2024
Q4 		$46.1M Buy
497,594
+9,343
+2% +$900K 9.58% 2
2024
Q3 		$46.9M Buy
488,251
+15,757
+3% +$1.44M 9.8% 1
2024
Q2 		$40.9M Buy
472,494
+20,024
+4% +$1.74M 9.81% 1
2024
Q1 		$39.5M Buy
452,470
+5,388
+1% +$462K 9.95% 1
2023
Q4 		$37.1M Buy
447,082
+21,015
+5% +$1.63M 10.84% 1
2023
Q3 		$31.8M Buy
426,067
+15,228
+4% +$1.21M 10.51% 1
2023
Q2 		$32.8M Buy
410,839
+26,543
+7% +$2M 11.42% 1
2023
Q1 		$28.1M Buy
384,296
+25,172
+7% +$1.79M 11.27% 1
2022
Q4 		$23.8M Buy
359,124
+16,690
+5% +$1.08M 10.59% 1
2022
Q3 		$22M Buy
342,434
+20,417
+6% +$1.37M 10.84% 1
2022
Q2 		$20.7M Buy
322,017
+22,065
+7% +$1.51M 11.02% 1
2022
Q1 		$22.7M Buy
299,952
+6,139
+2% +$452K 11.53% 1
2021
Q4 		$22.6M Buy
293,813
+14,455
+5% +$1.1M 10.36% 1
2021
Q3 		$20.6M Buy
279,358
+9,101
+3% +$685K 10.41% 1
2021
Q2 		$20.2M Buy
270,257
+9,848
+4% +$717K 10.29% 1
2021
Q1 		$18.9M Buy
260,409
+21,793
+9% +$1.44M 9.8% 1
2020
Q4 		$15.4M Buy
+238,616
New +$14.1M 9.51% 1

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Management Network's MOAT Position: Q1 2026 in Review

Financial Management Network reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.6% in Q1 2026, selling an estimated $1.29M and leaving 471,314 shares worth $46.6M. The position accounts for 7.14% of the portfolio, ranked #2.

Financial Management Network first reported a position in MOAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $50.1M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Financial Management Network held 471,314 shares of VanEck Morningstar Wide Moat ETF worth $46.6M as of Q1 2026.
  • Financial Management Network sold 12,413 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.29M.
  • VanEck Morningstar Wide Moat ETF made up 7.14% of Financial Management Network's portfolio in Q1 2026, its #2 holding.
  • Financial Management Network first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's VanEck Morningstar Wide Moat ETF position peaked at $50.1M in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.