Landaas & Company’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Landaas & Company’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	$457K	Hold	4,400	–	–	0.08%	84
2026 Q1	$425K	Hold	4,400	–	–	0.09%	74
2025 Q4	$456K	Sell	4,400 -19	-0.4%	-$1.94K	0.1%	66
2025 Q3	$438K	Hold	4,419	–	–	0.1%	61
2025 Q2	$414K	Sell	4,419 -74	-2%	-$6.49K	0.1%	59
2025 Q1	$395K	Hold	4,493	–	–	0.11%	50
2024 Q4	$417K	Sell	4,493 -1,200	-21%	-$116K	0.12%	43
2024 Q3	$552K	Hold	5,693	–	–	0.15%	33
2024 Q2	$493K	Sell	5,693 -657	-10%	-$57.1K	0.15%	34
2024 Q1	$571K	Sell	6,350 -645	-9%	-$55.3K	0.19%	29
2023 Q4	$594K	Hold	6,995	–	–	0.22%	28
2023 Q3	$531K	Hold	6,995	–	–	0.23%	29
2023 Q2	$558K	Buy	6,995 +3,665	+110%	+$276K	0.25%	29
2023 Q1	$246K	Buy	+3,330	New	+$236K	0.12%	59
2018 Q3	–	Sell	-100	Closed	-$4K	–	218
2018 Q2	$4K	Buy	+100	New	+$4.26K	﹤0.01%	307
2018 Q1	–	Sell	-100	Closed	-$4K	–	213
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	296
2017 Q3	$4K	Buy	+100	New	+$3.96K	﹤0.01%	293

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Landaas & Company's MOAT Position: Q2 2026 in Review

Landaas & Company held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 4,400 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #84.

Landaas & Company first reported a position in MOAT in Q3 2017 and has held it in 17 quarters since. The position peaked at $594K in Q4 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Landaas & Company held 4,400 shares of VanEck Morningstar Wide Moat ETF worth $457K as of Q2 2026.
Landaas & Company left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.08% of Landaas & Company's portfolio in Q2 2026, its #84 holding.
Landaas & Company first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2017 and has held it in 17 quarters since.
Landaas & Company's VanEck Morningstar Wide Moat ETF position peaked at $594K in Q4 2023.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.