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

Mather Group’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 		$150 Buy
+1
New +$101 ﹤0.01% 1872
2024
Q3 		– Sell
-356
Closed -$32K – 2006
2024
Q2 		$32K Buy
+356
New +$30.9K ﹤0.01% 1130

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mather Group's MOAT Position: Q2 2026 in Review

Mather Group opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 1 share worth $150. The stake represents ﹤0.01% of the portfolio and ranks #1872 among its holdings. This is a return to the name: Mather Group previously reported a position in MOAT as recently as Q2 2024.

Mather Group first reported a position in MOAT in Q2 2024 and has held it in 2 quarters since. The position peaked at $32K in Q2 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Mather Group held 1 share of VanEck Morningstar Wide Moat ETF worth $150 as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new Mather Group position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1872 holding.
  • Mather Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 2 quarters since.
  • Mather Group's VanEck Morningstar Wide Moat ETF position peaked at $32K in Q2 2024.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.