Madden Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Madden Advisory Services’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	$285K	Sell	2,741 -13	-0.5%	-$1.31K	0.1%	98
2026 Q1	$266K	Sell	2,754 -457	-14%	-$47.4K	0.1%	98
2025 Q4	$333K	Sell	3,211 -17	-0.5%	-$1.74K	0.13%	86
2025 Q3	$320K	Sell	3,228 -238	-7%	-$23.2K	0.12%	91
2025 Q2	$325K	Sell	3,466 -45	-1%	-$3.95K	0.14%	85
2025 Q1	$309K	Buy	3,511 +4	+0.1%	+$368	0.14%	83
2024 Q4	$325K	Buy	3,507 +33	+0.9%	+$3.18K	0.15%	81
2024 Q3	$337K	Buy	+3,474	New	+$318K	0.15%	81
2021 Q1	–	Sell	-3,612	Closed	-$224K	–	71
2020 Q4	$224K	Sell	3,612 -319	-8%	-$18.8K	0.19%	66
2020 Q3	$214K	Hold	3,931	–	–	0.2%	66
2020 Q2	$205K	Sell	3,931 -776	-16%	-$38.6K	0.21%	66
2020 Q1	$205K	Hold	4,707	–	–	0.14%	72
2019 Q4	$257K	Sell	4,707 -873	-16%	-$46.2K	0.17%	68
2019 Q3	$279K	Sell	5,580 -2,930	-34%	-$144K	0.2%	68
2019 Q2	$408K	Sell	8,510 -2,210	-21%	-$105K	0.25%	65
2019 Q1	$499K	Hold	10,720	–	–	0.27%	67
2018 Q4	$441K	Buy	+10,720	New	+$477K	0.27%	68

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

Madden Advisory Services's MOAT Position: Q2 2026 in Review

Madden Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.47% in Q2 2026, selling an estimated $1.31K and leaving 2,741 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #98.

Madden Advisory Services first reported a position in MOAT in Q4 2018 and has held it in 17 quarters since. The position peaked at $499K in Q1 2019. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Madden Advisory Services held 2,741 shares of VanEck Morningstar Wide Moat ETF worth $285K as of Q2 2026.
Madden Advisory Services sold 13 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.31K.
VanEck Morningstar Wide Moat ETF made up 0.1% of Madden Advisory Services's portfolio in Q2 2026, its #98 holding.
Madden Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 17 quarters since.
Madden Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $499K in Q1 2019.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.