BFC Planning, Inc.’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

BFC Planning, Inc.’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	$41.8K	Sell	402 -652	-62%	-$65.9K	﹤0.01%	1650
2026 Q1	$102K	Buy	1,054 +99	+10%	+$10.3K	﹤0.01%	1098
2025 Q4	$98.9K	Sell	955 -539	-36%	-$55K	﹤0.01%	1115
2025 Q3	$148K	Sell	1,494 -6	-0.4%	-$585	0.01%	774
2025 Q2	$141K	Sell	1,500 -1,038	-41%	-$91.1K	0.01%	754
2025 Q1	$223K	Buy	2,538 +121	+5%	+$11.1K	0.02%	568
2024 Q4	$224K	Buy	+2,417	New	+$233K	0.02%	568

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

BFC Planning, Inc.'s MOAT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 62% in Q2 2026, selling an estimated $65.9K and leaving 402 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

BFC Planning, Inc. first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $224K in Q4 2024. 737 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

BFC Planning, Inc. held 402 shares of VanEck Morningstar Wide Moat ETF worth $41.8K as of Q2 2026.
BFC Planning, Inc. sold 652 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $65.9K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1650 holding.
BFC Planning, Inc. first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s VanEck Morningstar Wide Moat ETF position peaked at $224K in Q4 2024.
737 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.