Foguth Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Foguth Wealth Management’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	$1.77M	Sell	16,035 -2,219	-12%	-$243K	0.18%	71
2026 Q2	$1.94M	Sell	18,254 -2,601	-12%	-$263K	0.22%	65
2026 Q1	$2.16M	Sell	20,855 -156,013	-88%	-$16.2M	0.25%	60
2025 Q4	$18.3M	Buy	+176,868	New	+$18.1M	2.84%	8
2025 Q2	$23.8M	Sell	253,582 -50,999	-17%	-$4.47M	5.09%	5
2025 Q1	$26.8M	Buy	304,581 +80,317	+36%	+$7.39M	6.5%	3
2024 Q4	$21.5M	Buy	224,264 +67,916	+43%	+$6.54M	5.63%	3
2024 Q3	$14.9M	Buy	156,348 +52,893	+51%	+$4.84M	5.43%	4
2024 Q2	$8.96M	Buy	103,455 +47,979	+86%	+$4.17M	3.95%	5
2024 Q1	$4.99M	Buy	+55,476	New	+$4.76M	2.67%	8

Other funds holding MOAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Foguth Wealth Management's MOAT Position: Q3 2026 in Review

Foguth Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q3 2026, selling an estimated $243K and leaving 16,035 shares worth $1.77M. The position accounts for 0.18% of the portfolio, ranked #71.

Foguth Wealth Management first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.8M in Q1 2025. 501 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Foguth Wealth Management held 16,035 shares of VanEck Morningstar Wide Moat ETF worth $1.77M as of Q3 2026.
Foguth Wealth Management sold 2,219 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $243K.
VanEck Morningstar Wide Moat ETF made up 0.18% of Foguth Wealth Management's portfolio in Q3 2026, its #71 holding.
Foguth Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
Foguth Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $26.8M in Q1 2025.
501 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.