Mather Group
MOAT icon

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
Q3 		– Sell
-1
Closed -$150 – 2293
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

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Mather Group's MOAT Position: Q3 2026 in Review

Mather Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026, closing a stake of 1 share — an estimated $150 sold.

Mather Group first reported a position in MOAT in Q2 2024 and held it in 2 quarters. The position peaked at $32K in Q2 2024. 193 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Mather Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 1 VanEck Morningstar Wide Moat ETF share in Q3 2026, an estimated $150.
  • Mather Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 2 quarters.
  • Mather Group's VanEck Morningstar Wide Moat ETF position peaked at $32K in Q2 2024.
  • 193 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.