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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goepper Burkhardt's MOAT Position: Q1 2026 in Review

Goepper Burkhardt reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.6% in Q1 2026, selling an estimated $119K and leaving 43,009 shares worth $4.16M. The position accounts for 1.39% of the portfolio, ranked #19.

Goepper Burkhardt first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.18M in Q4 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Goepper Burkhardt held 43,009 shares of VanEck Morningstar Wide Moat ETF worth $4.16M as of Q1 2026.
Goepper Burkhardt sold 1,145 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $119K.
VanEck Morningstar Wide Moat ETF made up 1.39% of Goepper Burkhardt's portfolio in Q1 2026, its #19 holding.
Goepper Burkhardt first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Goepper Burkhardt's VanEck Morningstar Wide Moat ETF position peaked at $5.18M in Q4 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.