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 Q3	$10.8M	Sell	101,572 -40,048	-28%	-$4.38M	1.55%	17
2026 Q2	$15M	Sell	141,620 -329,694	-70%	-$33.3M	2.16%	12
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

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Financial Management Network's MOAT Position: Q3 2026 in Review

Financial Management Network reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 28% in Q3 2026, selling an estimated $4.38M and leaving 101,572 shares worth $10.8M. The position accounts for 1.55% of the portfolio, ranked #17.

Financial Management Network first reported a position in MOAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $50.1M in Q4 2025. 212 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Financial Management Network held 101,572 shares of VanEck Morningstar Wide Moat ETF worth $10.8M as of Q3 2026.
Financial Management Network sold 40,048 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $4.38M.
VanEck Morningstar Wide Moat ETF made up 1.55% of Financial Management Network's portfolio in Q3 2026, its #17 holding.
Financial Management Network first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 24 quarters since.
Financial Management Network's VanEck Morningstar Wide Moat ETF position peaked at $50.1M in Q4 2025.
212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.