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Legacy Solutions LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Solutions LLC’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 		$1.43M Sell
13,548
-492
-4% -$53.8K 1.09% 21
2026
Q2 		$1.46M Sell
14,040
-32,916
-70% -$3.33M 1.18% 19
2026
Q1 		$4.54M Sell
46,956
-11,166
-19% -$1.16M 4.21% 6
2025
Q4 		$6.02M Sell
58,122
-3,278
-5% -$335K 5.29% 6
2025
Q3 		$6.09M Sell
61,400
-716
-1% -$69.8K 5.47% 6
2025
Q2 		$5.83M Sell
62,116
-757
-1% -$66.4K 5.58% 6
2025
Q1 		$5.53M Sell
62,873
-2,889
-4% -$266K 6.09% 5
2024
Q4 		$6.1M Buy
+65,762
New +$6.33M 6.64% 5

Other funds holding MOAT

HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Legacy Solutions LLC's MOAT Position: Q3 2026 in Review

Legacy Solutions LLC reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.5% in Q3 2026, selling an estimated $53.8K and leaving 13,548 shares worth $1.43M. The position accounts for 1.09% of the portfolio, ranked #21.

Legacy Solutions LLC first reported a position in MOAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.1M in Q4 2024. 79 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Legacy Solutions LLC held 13,548 shares of VanEck Morningstar Wide Moat ETF worth $1.43M as of Q3 2026.
  • Legacy Solutions LLC sold 492 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $53.8K.
  • VanEck Morningstar Wide Moat ETF made up 1.09% of Legacy Solutions LLC's portfolio in Q3 2026, its #21 holding.
  • Legacy Solutions LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's VanEck Morningstar Wide Moat ETF position peaked at $6.1M in Q4 2024.
  • 79 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.