Mendel Money Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mendel Money Management’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 Q1	$1.25M	Buy	12,884 +249	+2%	+$25.8K	0.52%	61
2025 Q4	$1.31M	Sell	12,635 -282	-2%	-$28.8K	0.55%	54
2025 Q3	$1.28M	Sell	12,917 -587	-4%	-$57.3K	0.54%	54
2025 Q2	$1.27M	Buy	13,504 +75	+0.6%	+$6.58K	0.56%	52
2025 Q1	$1.18M	Buy	13,429 +572	+4%	+$52.6K	0.56%	51
2024 Q4	$1.19M	Sell	12,857 -1,235	-9%	-$119K	0.53%	51
2024 Q3	$1.37M	Buy	14,092 +11,068	+366%	+$1.01M	0.59%	51
2024 Q2	$262K	Buy	3,024 +339	+13%	+$29.5K	0.12%	122
2024 Q1	$241K	Buy	+2,685	New	+$230K	0.11%	121

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mendel Money Management's MOAT Position: Q1 2026 in Review

Mendel Money Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2% in Q1 2026, buying an estimated $25.8K and bringing the position to 12,884 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #61.

Mendel Money Management first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Mendel Money Management held 12,884 shares of VanEck Morningstar Wide Moat ETF worth $1.25M as of Q1 2026.
Mendel Money Management bought 249 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $25.8K.
VanEck Morningstar Wide Moat ETF made up 0.52% of Mendel Money Management's portfolio in Q1 2026, its #61 holding.
Mendel Money Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
Mendel Money Management's VanEck Morningstar Wide Moat ETF position peaked at $1.37M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.