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 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Foguth Wealth Management's MOAT Position: Q2 2026 in Review

Foguth Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q2 2026, selling an estimated $263K and leaving 18,254 shares worth $1.94M. The position accounts for 0.22% of the portfolio, ranked #65.

Foguth Wealth Management first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $26.8M in Q1 2025. 169 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Foguth Wealth Management held 18,254 shares of VanEck Morningstar Wide Moat ETF worth $1.94M as of Q2 2026.
Foguth Wealth Management sold 2,601 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $263K.
VanEck Morningstar Wide Moat ETF made up 0.22% of Foguth Wealth Management's portfolio in Q2 2026, its #65 holding.
Foguth Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $26.8M in Q1 2025.
169 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.