M3 Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.73M Buy
16,624
+967
+6% +$97.8K 0.9% 28
2026
Q1
$1.51M Buy
15,657
+618
+4% +$64.1K 0.93% 26
2025
Q4
$1.56M Buy
15,039
+527
+4% +$53.8K 0.95% 25
2025
Q3
$1.44M Buy
14,512
+815
+6% +$79.5K 0.9% 25
2025
Q2
$1.28M Buy
13,697
+380
+3% +$33.3K 0.89% 24
2025
Q1
$1.17M Buy
13,317
+210
+2% +$19.3K 0.93% 24
2024
Q4
$1.22M Buy
13,107
+516
+4% +$49.7K 0.87% 25
2024
Q3
$1.22M Buy
12,591
+1,068
+9% +$97.7K 0.9% 24
2024
Q2
$998K Buy
11,523
+913
+9% +$79.3K 0.82% 26
2024
Q1
$954K Buy
10,610
+1,057
+11% +$90.7K 0.86% 27
2023
Q4
$811K Buy
+9,553
New +$742K 0.95% 28

Other funds holding MOAT

M3 Advisory Group's MOAT Position: Q2 2026 in Review

M3 Advisory Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.2% in Q2 2026, buying an estimated $97.8K and bringing the position to 16,624 shares worth $1.73M. The position accounts for 0.9% of the portfolio, ranked #28.

M3 Advisory Group first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • M3 Advisory Group held 16,624 shares of VanEck Morningstar Wide Moat ETF worth $1.73M as of Q2 2026.
  • M3 Advisory Group bought 967 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $97.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.9% of M3 Advisory Group's portfolio in Q2 2026, its #28 holding.
  • M3 Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.