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Independent Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Independent Financial 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
Q2 		$12.7M Sell
122,445
-4,034
-3% -$408K 0.24% 73
2026
Q1 		$12.2M Sell
126,479
-2,576
-2% -$267K 0.27% 66
2025
Q4 		$13.4M Sell
129,055
-6,576
-5% -$672K 0.3% 56
2025
Q3 		$13.4M Buy
135,631
+2,170
+2% +$212K 0.32% 49
2025
Q2 		$12.5M Sell
133,461
-747
-0.6% -$65.5K 0.34% 46
2025
Q1 		$11.8M Sell
134,208
-3,075
-2% -$283K 0.41% 39
2024
Q4 		$12.7M Buy
137,283
+15,254
+13% +$1.47M 0.42% 36
2024
Q3 		$11.8M Sell
122,029
-2,028
-2% -$185K 0.44% 33
2024
Q2 		$10.7M Buy
124,057
+5,968
+5% +$519K 0.43% 34
2024
Q1 		$10.6M Buy
118,089
+10,815
+10% +$928K 0.49% 27
2023
Q4 		$9.1M Buy
107,274
+5,179
+5% +$402K 0.49% 27
2023
Q3 		$7.74M Buy
102,095
+17,977
+21% +$1.43M 0.5% 27
2023
Q2 		$6.71M Buy
84,118
+9,277
+12% +$698K 0.46% 30
2023
Q1 		$5.53M Buy
74,841
+5,369
+8% +$381K 0.44% 39
2022
Q4 		$4.51M Buy
69,472
+5,232
+8% +$339K 0.39% 42
2022
Q3 		$3.85M Buy
64,240
+2,937
+5% +$197K 0.35% 48
2022
Q2 		$3.91M Sell
61,303
-721
-1% -$49.5K 0.42% 41
2022
Q1 		$4.63M Sell
62,024
-627
-1% -$46.2K 0.38% 42
2021
Q4 		$4.77M Sell
62,651
-337
-0.5% -$25.5K 0.39% 36
2021
Q3 		$4.61M Buy
62,988
+3,463
+6% +$261K 0.47% 35
2021
Q2 		$4.41M Buy
59,525
+4,422
+8% +$322K 0.47% 34
2021
Q1 		$3.82M Buy
55,103
+24,709
+81% +$1.63M 0.49% 35
2020
Q4 		$1.88M Buy
+30,394
New +$1.79M 0.28% 83

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Independent Financial Group's MOAT Position: Q2 2026 in Review

Independent Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.2% in Q2 2026, selling an estimated $408K and leaving 122,445 shares worth $12.7M. The position accounts for 0.24% of the portfolio, ranked #73.

Independent Financial Group first reported a position in MOAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.4M in Q3 2025. 698 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Independent Financial Group held 122,445 shares of VanEck Morningstar Wide Moat ETF worth $12.7M as of Q2 2026.
  • Independent Financial Group sold 4,034 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $408K.
  • VanEck Morningstar Wide Moat ETF made up 0.24% of Independent Financial Group's portfolio in Q2 2026, its #73 holding.
  • Independent Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $13.4M in Q3 2025.
  • 698 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.