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Legacy Private Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Private Trust’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
Q3 		$551K Hold
5,215
– – 0.03% 199
2026
Q2 		$542K Hold
5,215
– – 0.03% 203
2026
Q1 		$504K Sell
5,215
-470
-8% -$48.7K 0.03% 202
2025
Q4 		$589K Sell
5,685
-620
-10% -$63.3K 0.03% 192
2025
Q3 		$625K Sell
6,305
-1,093
-15% -$107K 0.04% 181
2025
Q2 		$694K Sell
7,398
-49
-0.7% -$4.3K 0.04% 173
2025
Q1 		$655K Sell
7,447
-1,194
-14% -$110K 0.05% 171
2024
Q4 		$801K Buy
8,641
+690
+9% +$66.5K 0.05% 159
2024
Q3 		$771K Sell
7,951
-10
-0.1% -$914 0.05% 161
2024
Q2 		$690K Buy
7,961
+646
+9% +$56.1K 0.05% 157
2024
Q1 		$658K Sell
7,315
-1,550
-17% -$133K 0.05% 158
2023
Q4 		$752K Sell
8,865
-405
-4% -$31.5K 0.06% 151
2023
Q3 		$703K Sell
9,270
-1,029
-10% -$81.9K 0.06% 154
2023
Q2 		$822K Sell
10,299
-9
-0.1% -$677 0.07% 141
2023
Q1 		$761K Sell
10,308
-1,998
-16% -$142K 0.06% 152
2022
Q4 		$799K Sell
12,306
-817
-6% -$53K 0.07% 151
2022
Q3 		$787K Buy
13,123
+1,497
+13% +$101K 0.07% 143
2022
Q2 		$741K Sell
11,626
-10,755
-48% -$738K 0.07% 146
2022
Q1 		$1.67M Sell
22,381
-71,845
-76% -$5.29M 0.13% 123
2021
Q4 		$7.17M Buy
94,226
+20,963
+29% +$1.59M 0.54% 46
2021
Q3 		$5.37M Buy
73,263
+30,236
+70% +$2.28M 0.43% 64
2021
Q2 		$3.19M Buy
43,027
+12,906
+43% +$940K 0.27% 83
2021
Q1 		$2.09M Buy
+30,121
New +$1.98M 0.19% 99

Other funds holding MOAT

ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Legacy Private Trust's MOAT Position: Q3 2026 in Review

Legacy Private Trust held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 5,215 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #199.

Legacy Private Trust first reported a position in MOAT in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.17M in Q4 2021. 24 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Legacy Private Trust held 5,215 shares of VanEck Morningstar Wide Moat ETF worth $551K as of Q3 2026.
  • Legacy Private Trust left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Legacy Private Trust's portfolio in Q3 2026, its #199 holding.
  • Legacy Private Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 23 quarters since.
  • Legacy Private Trust's VanEck Morningstar Wide Moat ETF position peaked at $7.17M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.