Legacy Capital Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Capital Wealth Partners’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	$253K	Hold	2,435	–	–	0.05%	328
2026 Q1	$235K	Hold	2,435	–	–	0.05%	341
2025 Q4	$252K	Hold	2,435	–	–	0.05%	328
2025 Q3	$241K	Hold	2,435	–	–	0.05%	338
2025 Q2	$228K	Sell	2,435 -1,508	-38%	-$132K	0.05%	343
2025 Q1	$347K	Buy	3,943 +868	+28%	+$79.9K	0.09%	256
2024 Q4	$285K	Hold	3,075	–	–	0.07%	281
2024 Q3	$298K	Sell	3,075 -1,650	-35%	-$151K	0.06%	274
2024 Q2	$409K	Buy	+4,725	New	+$411K	0.1%	191
2024 Q1	–	Sell	-5,186	Closed	-$440K	–	257
2023 Q4	$440K	Buy	5,186 +1,650	+47%	+$128K	0.12%	163
2023 Q3	$268K	Buy	+3,536	New	+$282K	0.07%	225

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

Legacy Capital Wealth Partners's MOAT Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,435 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #328.

Legacy Capital Wealth Partners first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $440K in Q4 2023. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Legacy Capital Wealth Partners held 2,435 shares of VanEck Morningstar Wide Moat ETF worth $253K as of Q2 2026.
Legacy Capital Wealth Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #328 holding.
Legacy Capital Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $440K in Q4 2023.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.