Guardian Wealth Advisors (North Carolina)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$2.26M	Buy	21,709 +313	+1%	+$31.6K	0.13%	109
2026 Q1	$2.07M	Sell	21,396 -51	-0.2%	-$5.29K	0.13%	103
2025 Q4	$2.22M	Buy	21,447 +248	+1%	+$25.3K	0.14%	96
2025 Q3	$2.1M	Buy	21,199 +241	+1%	+$23.5K	0.14%	99
2025 Q2	$1.97M	Buy	20,958 +1,299	+7%	+$114K	0.14%	96
2025 Q1	$1.73M	Buy	19,659 +9	+0%	+$828	0.14%	98
2024 Q4	$1.82M	Buy	19,650 +3,616	+23%	+$348K	0.14%	91
2024 Q3	$1.55M	Buy	16,034 +1,416	+10%	+$129K	0.17%	80
2024 Q2	$1.27M	Sell	14,618 -157	-1%	-$13.6K	0.15%	85
2024 Q1	$1.33M	Buy	14,775 +1,169	+9%	+$100K	0.16%	82
2023 Q4	$1.15M	Buy	13,606 +3,164	+30%	+$246K	0.18%	78
2023 Q3	$792K	Buy	10,442 +1,185	+13%	+$94.4K	0.13%	94
2023 Q2	$739K	Sell	9,257 -738	-7%	-$55.5K	0.13%	93
2023 Q1	$738K	Buy	+9,995	New	+$709K	0.13%	92

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

Guardian Wealth Advisors (North Carolina)'s MOAT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.5% in Q2 2026, buying an estimated $31.6K and bringing the position to 21,709 shares worth $2.26M. The position accounts for 0.13% of the portfolio, ranked #109.

Guardian Wealth Advisors (North Carolina) first reported a position in MOAT in Q1 2023 and has held it in 14 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 21,709 shares of VanEck Morningstar Wide Moat ETF worth $2.26M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 313 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $31.6K.
VanEck Morningstar Wide Moat ETF made up 0.13% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #109 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 14 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.