Marshall Financial Group (Maryland)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Marshall Financial Group (Maryland)’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	$671K	Sell	6,454 -1,236	-16%	-$125K	0.1%	189
2026 Q1	$744K	Sell	7,690 -4,456	-37%	-$462K	0.12%	159
2025 Q4	$1.26M	Sell	12,146 -2,091	-15%	-$214K	0.24%	86
2025 Q3	$1.41M	Sell	14,237 -1,325	-9%	-$129K	0.27%	84
2025 Q2	$1.49M	Sell	15,562 -1,941	-11%	-$170K	0.29%	72
2025 Q1	$1.54M	Sell	17,503 -1,236	-7%	-$114K	0.34%	67
2024 Q4	$1.74M	Sell	18,739 -67	-0.4%	-$6.45K	0.42%	53
2024 Q3	$1.82M	Buy	+18,806	New	+$1.72M	0.44%	54

Other funds holding MOAT

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MOAT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 16% in Q2 2026, selling an estimated $125K and leaving 6,454 shares worth $671K. The position accounts for 0.1% of the portfolio, ranked #189.

Marshall Financial Group (Maryland) first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q3 2024. 469 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Marshall Financial Group (Maryland) held 6,454 shares of VanEck Morningstar Wide Moat ETF worth $671K as of Q2 2026.
Marshall Financial Group (Maryland) sold 1,236 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $125K.
VanEck Morningstar Wide Moat ETF made up 0.1% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #189 holding.
Marshall Financial Group (Maryland) first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s VanEck Morningstar Wide Moat ETF position peaked at $1.82M in Q3 2024.
469 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.