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

Larson 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 		$729K Sell
7,010
-377
-5% -$38.1K 0.02% 448
2026
Q1 		$714K Sell
7,387
-95
-1% -$9.85K 0.02% 384
2025
Q4 		$775K Sell
7,482
-874
-10% -$89.3K 0.03% 355
2025
Q3 		$828K Sell
8,356
-138
-2% -$13.5K 0.03% 348
2025
Q2 		$797K Sell
8,494
-880
-9% -$77.2K 0.03% 335
2025
Q1 		$825K Buy
9,374
+757
+9% +$69.7K 0.04% 300
2024
Q4 		$799K Sell
8,617
-9,802
-53% -$944K 0.04% 279
2024
Q3 		$1.79M Buy
18,419
+3,006
+20% +$275K 0.1% 176
2024
Q2 		$1.33M Buy
15,413
+3,545
+30% +$308K 0.09% 173
2024
Q1 		$1.07M Sell
11,868
-821
-6% -$70.4K 0.08% 165
2023
Q4 		$1.08M Sell
12,689
-241
-2% -$18.7K 0.09% 156
2023
Q3 		$981K Buy
12,930
+12,025
+1,329% +$958K 0.1% 157
2023
Q2 		$72.2K Sell
905
-621
-41% -$46.7K 0.01% 476
2023
Q1 		$113K Buy
1,526
+761
+99% +$54K 0.01% 410
2022
Q4 		$49.7K Buy
+765
New +$49.6K 0.01% 515

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Larson Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.1% in Q2 2026, selling an estimated $38.1K and leaving 7,010 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #448.

Larson Financial Group first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Larson Financial Group held 7,010 shares of VanEck Morningstar Wide Moat ETF worth $729K as of Q2 2026.
  • Larson Financial Group sold 377 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $38.1K.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #448 holding.
  • Larson Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
  • Larson Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $1.79M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.