Flagstar Advisors
MOAT icon

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
Q3 		$4.5M Buy
42,554
+216
+0.5% +$23.6K 1.36% 17
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

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Flagstar Advisors's MOAT Position: Q3 2026 in Review

Flagstar Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.51% in Q3 2026, buying an estimated $23.6K and bringing the position to 42,554 shares worth $4.5M. The position accounts for 1.36% of the portfolio, ranked #17.

Flagstar Advisors first reported a position in MOAT in Q3 2022 and has held it in 15 quarters since. The position peaked at $13.9M in Q4 2024. 285 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Flagstar Advisors held 42,554 shares of VanEck Morningstar Wide Moat ETF worth $4.5M as of Q3 2026.
  • Flagstar Advisors bought 216 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $23.6K.
  • VanEck Morningstar Wide Moat ETF made up 1.36% of Flagstar Advisors's portfolio in Q3 2026, its #17 holding.
  • Flagstar Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 15 quarters since.
  • Flagstar Advisors's VanEck Morningstar Wide Moat ETF position peaked at $13.9M in Q4 2024.
  • 285 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.