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Heck Capital Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Heck Capital Advisors’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 		$1.16M Hold
11,189
– – 0.07% 117
2026
Q1 		$1.08M Hold
11,189
– – 0.08% 114
2025
Q4 		$1.16M Hold
11,189
– – 0.09% 106
2025
Q3 		$1.11M Hold
11,189
– – 0.09% 107
2025
Q2 		$1.05M Buy
11,189
+11,114
+14,819% +$975K 0.09% 97
2025
Q1 		$6.6K Sell
75
-40,001
-100% -$3.68M ﹤0.01% 217
2024
Q4 		$3.72M Sell
40,076
-21,550
-35% -$2.08M 0.43% 51
2024
Q3 		$5.97M Sell
61,626
-1,274
-2% -$116K 0.69% 40
2024
Q2 		$5.45M Sell
62,900
-9,917
-14% -$862K 0.68% 42
2024
Q1 		$6.55M Sell
72,817
-557
-0.8% -$47.8K 1% 33
2023
Q4 		$6.23M Sell
73,374
-69,981
-49% -$5.43M 1.02% 32
2023
Q3 		$10.9M Sell
143,355
-3,699
-3% -$295K 2.02% 10
2023
Q2 		$11.7M Buy
147,054
+141,044
+2,347% +$10.6M 2.02% 11
2023
Q1 		$444K Sell
6,010
-2,391
-28% -$170K 0.09% 83
2022
Q4 		$545K Buy
8,401
+4,000
+91% +$259K 0.11% 81
2022
Q3 		$264K Sell
4,401
-1,416
-24% -$95.2K 0.05% 103
2022
Q2 		$371K Sell
5,817
-4,736
-45% -$325K 0.07% 90
2022
Q1 		$788K Sell
10,553
-3,035
-22% -$224K 0.14% 74
2021
Q4 		$1.03M Buy
13,588
+5,260
+63% +$399K 0.19% 66
2021
Q3 		$610K Buy
8,328
+8,258
+11,797% +$622K 0.12% 78
2021
Q2 		$5.18K Buy
70
+22
+46% +$1.6K ﹤0.01% 112
2021
Q1 		$3.33K Buy
48
+21
+78% +$1.38K ﹤0.01% 112
2020
Q4 		$1.67K Hold
27
– – ﹤0.01% 102
2020
Q3 		$1.47K Buy
+27
New +$1.48K ﹤0.01% 99

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Heck Capital Advisors's MOAT Position: Q2 2026 in Review

Heck Capital Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 11,189 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #117.

Heck Capital Advisors first reported a position in MOAT in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.7M in Q2 2023. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Heck Capital Advisors held 11,189 shares of VanEck Morningstar Wide Moat ETF worth $1.16M as of Q2 2026.
  • Heck Capital Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.07% of Heck Capital Advisors's portfolio in Q2 2026, its #117 holding.
  • Heck Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 24 quarters since.
  • Heck Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $11.7M in Q2 2023.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.