JWBC
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John W. Brooker & Co’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

John W. Brooker & 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
Q2 		$712K Sell
6,845
-1,557
-19% -$157K 0.86% 34
2026
Q1 		$812K Sell
8,402
-2,975
-26% -$308K 1.28% 26
2025
Q4 		$1.18M Sell
11,377
-531
-4% -$54.2K 2.11% 20
2025
Q3 		$1.18M Hold
11,908
– – 2.4% 16
2025
Q2 		$1.16M Sell
11,908
-42,763
-78% -$3.75M 2.72% 14
2025
Q1 		$4.81M Buy
54,671
+3,396
+7% +$313K 1.99% 17
2024
Q4 		$4.75M Buy
51,275
+7,792
+18% +$751K 2.05% 17
2024
Q3 		$4.22M Buy
43,483
+13,640
+46% +$1.25M 1.94% 16
2024
Q2 		$2.58M Buy
29,843
+1,447
+5% +$126K 1.29% 23
2024
Q1 		$2.55M Buy
28,396
+6,227
+28% +$534K 1.37% 22
2023
Q4 		$1.88M Buy
22,169
+13,368
+152% +$1.04M 1.08% 25
2023
Q3 		$667K Buy
8,801
+2,630
+43% +$209K 0.42% 44
2023
Q2 		$492K Buy
6,171
+1,581
+34% +$119K 0.32% 46
2023
Q1 		$338K Buy
4,590
+14
+0.3% +$994 0.22% 50
2022
Q4 		$297K Buy
4,576
+32
+0.7% +$2.08K 0.19% 53
2022
Q3 		$273K Buy
4,544
+1,616
+55% +$109K 0.18% 50
2022
Q2 		$187K Buy
+2,928
New +$201K 0.11% 53

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

John W. Brooker & Co's MOAT Position: Q2 2026 in Review

John W. Brooker & Co reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 19% in Q2 2026, selling an estimated $157K and leaving 6,845 shares worth $712K. The position accounts for 0.86% of the portfolio, ranked #34.

John W. Brooker & Co first reported a position in MOAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.81M in Q1 2025. 171 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • John W. Brooker & Co held 6,845 shares of VanEck Morningstar Wide Moat ETF worth $712K as of Q2 2026.
  • John W. Brooker & Co sold 1,557 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $157K.
  • VanEck Morningstar Wide Moat ETF made up 0.86% of John W. Brooker & Co's portfolio in Q2 2026, its #34 holding.
  • John W. Brooker & Co first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 17 quarters since.
  • John W. Brooker & Co's VanEck Morningstar Wide Moat ETF position peaked at $4.81M in Q1 2025.
  • 171 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.