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Flagstar Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Flagstar Advisors’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 		$4.4M Buy
42,338
+190
+0.5% +$19.2K 1.33% 21
2026
Q1 		$4.08M Sell
42,148
-4,848
-10% -$503K 1.48% 18
2025
Q4 		$4.87M Sell
46,996
-1,380
-3% -$141K 1.63% 15
2025
Q3 		$4.79M Sell
48,376
-20,665
-30% -$2.02M 1.47% 18
2025
Q2 		$6.48M Sell
69,041
-56,504
-45% -$4.96M 1.79% 8
2025
Q1 		$11M Sell
125,545
-24,509
-16% -$2.26M 2.82% 5
2024
Q4 		$13.9M Buy
150,054
+11,306
+8% +$1.09M 3.47% 4
2024
Q3 		$13.5M Buy
138,748
+6,076
+5% +$556K 3.41% 4
2024
Q2 		$11.5M Buy
132,672
+8,264
+7% +$718K 3.15% 5
2024
Q1 		$11.2M Buy
124,408
+39,353
+46% +$3.38M 3.11% 5
2023
Q4 		$7.22M Buy
85,055
+39,303
+86% +$3.05M 2.29% 6
2023
Q3 		$3.47M Buy
45,752
+24,988
+120% +$1.99M 1.32% 20
2023
Q2 		$1.66M Buy
+20,764
New +$1.56M 0.62% 43
2022
Q4 		– Sell
-346
Closed -$20.8K – 235
2022
Q3 		$20.8K Buy
+346
New +$23.3K 0.01% 233

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Flagstar Advisors's MOAT Position: Q2 2026 in Review

Flagstar Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.45% in Q2 2026, buying an estimated $19.2K and bringing the position to 42,338 shares worth $4.4M. The position accounts for 1.33% of the portfolio, ranked #21.

Flagstar Advisors first reported a position in MOAT in Q3 2022 and has held it in 14 quarters since. The position peaked at $13.9M in Q4 2024. 292 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Flagstar Advisors held 42,338 shares of VanEck Morningstar Wide Moat ETF worth $4.4M as of Q2 2026.
  • Flagstar Advisors bought 190 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $19.2K.
  • VanEck Morningstar Wide Moat ETF made up 1.33% of Flagstar Advisors's portfolio in Q2 2026, its #21 holding.
  • Flagstar Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 14 quarters since.
  • Flagstar Advisors's VanEck Morningstar Wide Moat ETF position peaked at $13.9M in Q4 2024.
  • 292 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.