Landmark Wealth Management (New York)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Landmark Wealth Management (New York)’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	$209K	Buy	+2,012	New	+$203K	0.05%	151
2026 Q1	–	Sell	-2,039	Closed	-$211K	–	149
2025 Q4	$211K	Buy	+2,039	New	+$208K	0.08%	87

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

Landmark Wealth Management (New York)'s MOAT Position: Q2 2026 in Review

Landmark Wealth Management (New York) opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 2,012 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in MOAT as recently as Q4 2025.

Landmark Wealth Management (New York) first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Landmark Wealth Management (New York) held 2,012 shares of VanEck Morningstar Wide Moat ETF worth $209K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Landmark Wealth Management (New York) position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.05% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #151 holding.
Landmark Wealth Management (New York) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
Landmark Wealth Management (New York)'s VanEck Morningstar Wide Moat ETF position peaked at $211K in Q4 2025.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.