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Hoese & Co’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Hoese & Co’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 		$88.1K Hold
833
– – 0.06% 84
2026
Q2 		$86.6K Sell
833
-615
-42% -$62.2K 0.06% 85
2026
Q1 		$140K Hold
1,448
– – 0.1% 53
2025
Q4 		$150K Buy
+1,448
New +$148K 0.11% 51

Other funds holding MOAT

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Hoese & Co's MOAT Position: Q3 2026 in Review

Hoese & Co held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 833 shares worth $88.1K. The position accounts for 0.06% of the portfolio, ranked #84.

Hoese & Co first reported a position in MOAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $150K in Q4 2025. 303 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Hoese & Co held 833 shares of VanEck Morningstar Wide Moat ETF worth $88.1K as of Q3 2026.
  • Hoese & Co left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.06% of Hoese & Co's portfolio in Q3 2026, its #84 holding.
  • Hoese & Co first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 4 quarters since.
  • Hoese & Co's VanEck Morningstar Wide Moat ETF position peaked at $150K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.