Goodman Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Goodman Advisory Group’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	$8.24K	Buy	+78	New	+$8.53K	﹤0.01%	145
2026 Q2	–	Sell	-1,726	Closed	-$167K	–	127
2026 Q1	$167K	Buy	1,726 +1,659	+2,476%	+$172K	0.04%	80
2025 Q4	$6.94K	Buy	+67	New	+$6.84K	﹤0.01%	151
2025 Q3	–	Sell	-5	Closed	-$469	–	197
2025 Q2	$469	Sell	5 -63,214	-100%	-$5.55M	﹤0.01%	145
2025 Q1	$5.56M	Sell	63,219 -1,847	-3%	-$170K	1.7%	18
2024 Q4	$6.03M	Sell	65,066 -1,047	-2%	-$101K	1.78%	18
2024 Q3	$6.41M	Buy	66,113 +2,648	+4%	+$242K	1.83%	16
2024 Q2	$5.5M	Sell	63,465 -1,734	-3%	-$151K	1.64%	16
2024 Q1	$5.86M	Buy	65,199 +2,783	+4%	+$239K	1.86%	15
2023 Q4	$5.3M	Sell	62,416 -16,232	-21%	-$1.26M	1.8%	15
2023 Q3	$5.96M	Sell	78,648 -21,380	-21%	-$1.7M	2.23%	15
2023 Q2	$7.98M	Buy	+100,028	New	+$7.53M	2.96%	9

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

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Goodman Advisory Group's MOAT Position: Q3 2026 in Review

Goodman Advisory Group opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026: 78 shares worth $8.24K. The stake represents ﹤0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Goodman Advisory Group previously reported a position in MOAT as recently as Q1 2026.

Goodman Advisory Group first reported a position in MOAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.98M in Q2 2023. 575 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Goodman Advisory Group held 78 shares of VanEck Morningstar Wide Moat ETF worth $8.24K as of Q3 2026.
VanEck Morningstar Wide Moat ETF was a new Goodman Advisory Group position in Q3 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Goodman Advisory Group's portfolio in Q3 2026, its #145 holding.
Goodman Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 12 quarters since.
Goodman Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $7.98M in Q2 2023.
575 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Goodman Advisory Group's 13F filing for Q3 2026, filed 2 Nov 2026.