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Independence Bank of Kentucky’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Independence Bank of Kentucky’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 		$20.4K Hold
196
– – ﹤0.01% 466
2026
Q1 		$19K Sell
196
-38
-16% -$3.94K ﹤0.01% 486
2025
Q4 		$24.2K Sell
234
-466
-67% -$47.6K ﹤0.01% 479
2025
Q3 		$69.4K Buy
+700
New +$68.3K 0.01% 383

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Independence Bank of Kentucky's MOAT Position: Q2 2026 in Review

Independence Bank of Kentucky held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 196 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Independence Bank of Kentucky first reported a position in MOAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.4K in Q3 2025. 377 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Independence Bank of Kentucky held 196 shares of VanEck Morningstar Wide Moat ETF worth $20.4K as of Q2 2026.
  • Independence Bank of Kentucky left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #466 holding.
  • Independence Bank of Kentucky first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2025 and has held it in 4 quarters since.
  • Independence Bank of Kentucky's VanEck Morningstar Wide Moat ETF position peaked at $69.4K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.