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Laurel Wealth Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Laurel Wealth Planning’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
Q1 		$6.19M Sell
64,049
-29
-0% -$3.01K 3.27% 10
2025
Q4 		$6.64M Buy
64,078
+1,670
+3% +$171K 3.68% 8
2025
Q3 		$6.19M Sell
62,408
-2,475
-4% -$241K 3.27% 11
2025
Q2 		$6.09M Sell
64,883
-5,910
-8% -$518K 3.46% 10
2025
Q1 		$6.23M Sell
70,793
-15,206
-18% -$1.4M 4.14% 7
2024
Q4 		$7.97M Sell
85,999
-9,229
-10% -$889K 5.14% 5
2024
Q3 		$9.23M Sell
95,228
-1,120
-1% -$102K 6.03% 5
2024
Q2 		$8.35M Buy
96,348
+987
+1% +$85.8K 5.81% 5
2024
Q1 		$8.57M Sell
95,361
-1,527
-2% -$131K 5.7% 6
2023
Q4 		$8.22M Sell
96,888
-1,217
-1% -$94.5K 5.82% 6
2023
Q3 		$7.44M Buy
98,105
+9,769
+11% +$778K 5.79% 6
2023
Q2 		$7.05M Buy
88,336
+5,451
+7% +$410K 5.03% 5
2023
Q1 		$6.12M Buy
82,885
+7,738
+10% +$549K 4.05% 6
2022
Q4 		$4.88M Buy
75,147
+501
+0.7% +$32.5K 3.15% 6
2022
Q3 		$4.48M Sell
74,646
-960
-1% -$64.6K 3.3% 7
2022
Q2 		$4.82M Buy
75,606
+20,657
+38% +$1.42M 3.39% 8
2022
Q1 		$4.11M Buy
54,949
+7,162
+15% +$528K 2.77% 9
2021
Q4 		$3.64M Buy
47,787
+9,847
+26% +$746K 2.76% 13
2021
Q3 		$2.78M Buy
37,940
+123
+0.3% +$9.26K 2.24% 17
2021
Q2 		$2.8M Sell
37,817
-2,589
-6% -$188K 2.44% 17
2021
Q1 		$2.8M Sell
40,406
-46
-0.1% -$3.03K 2.56% 17
2020
Q4 		$2.51M Buy
+40,452
New +$2.38M 2.45% 18

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Laurel Wealth Planning's MOAT Position: Q1 2026 in Review

Laurel Wealth Planning reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.05% in Q1 2026, selling an estimated $3.01K and leaving 64,049 shares worth $6.19M. The position accounts for 3.27% of the portfolio, ranked #10.

Laurel Wealth Planning first reported a position in MOAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.23M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Laurel Wealth Planning held 64,049 shares of VanEck Morningstar Wide Moat ETF worth $6.19M as of Q1 2026.
  • Laurel Wealth Planning sold 29 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $3.01K.
  • VanEck Morningstar Wide Moat ETF made up 3.27% of Laurel Wealth Planning's portfolio in Q1 2026, its #10 holding.
  • Laurel Wealth Planning first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's VanEck Morningstar Wide Moat ETF position peaked at $9.23M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.