Goepper Burkhardt’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Goepper Burkhardt’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	$2.64M	Sell	25,352 -17,657	-41%	-$1.79M	0.79%	24
2026 Q1	$4.16M	Sell	43,009 -1,145	-3%	-$119K	1.39%	19
2025 Q4	$4.57M	Sell	44,154 -1,144	-3%	-$117K	1.49%	19
2025 Q3	$4.49M	Sell	45,298 -3,203	-7%	-$312K	1.53%	19
2025 Q2	$4.55M	Sell	48,501 -5,502	-10%	-$483K	1.68%	18
2025 Q1	$4.75M	Sell	54,003 -1,904	-3%	-$175K	1.9%	16
2024 Q4	$5.18M	Buy	55,907 +3,584	+7%	+$345K	2.11%	17
2024 Q3	$5.07M	Buy	52,323 +1,436	+3%	+$131K	2.09%	16
2024 Q2	$4.41M	Buy	50,887 +3,905	+8%	+$339K	2%	17
2024 Q1	$4.15M	Buy	46,982 +39,472	+526%	+$3.39M	1.93%	17
2023 Q4	$642K	Buy	+7,510	New	+$583K	0.32%	38

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

MFIM

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

BFA

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 $79.5B AUM 27.1% 1-Year Est. Return

Goepper Burkhardt's MOAT Position: Q2 2026 in Review

Goepper Burkhardt reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 41% in Q2 2026, selling an estimated $1.79M and leaving 25,352 shares worth $2.64M. The position accounts for 0.79% of the portfolio, ranked #24.

Goepper Burkhardt first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.18M in Q4 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Goepper Burkhardt held 25,352 shares of VanEck Morningstar Wide Moat ETF worth $2.64M as of Q2 2026.
Goepper Burkhardt sold 17,657 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.79M.
VanEck Morningstar Wide Moat ETF made up 0.79% of Goepper Burkhardt's portfolio in Q2 2026, its #24 holding.
Goepper Burkhardt first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Goepper Burkhardt's VanEck Morningstar Wide Moat ETF position peaked at $5.18M in Q4 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.