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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Management Network's MOAT Position: Q2 2026 in Review

Financial Management Network reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 70% in Q2 2026, selling an estimated $33.3M and leaving 141,620 shares worth $15M. The position accounts for 2.16% of the portfolio, ranked #12.

Financial Management Network first reported a position in MOAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $50.1M in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Financial Management Network held 141,620 shares of VanEck Morningstar Wide Moat ETF worth $15M as of Q2 2026.
  • Financial Management Network sold 329,694 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $33.3M.
  • VanEck Morningstar Wide Moat ETF made up 2.16% of Financial Management Network's portfolio in Q2 2026, its #12 holding.
  • Financial Management Network first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 23 quarters since.
  • Financial Management Network's VanEck Morningstar Wide Moat ETF position peaked at $50.1M in Q4 2025.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.