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 Q2	$1.51M	Buy	14,554 +1,670	+13%	+$169K	0.55%	57
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 $1.89T 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

Mendel Money Management's MOAT Position: Q2 2026 in Review

Mendel Money Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q2 2026, buying an estimated $169K and bringing the position to 14,554 shares worth $1.51M. The position accounts for 0.55% of the portfolio, ranked #57.

Mendel Money Management first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Mendel Money Management held 14,554 shares of VanEck Morningstar Wide Moat ETF worth $1.51M as of Q2 2026.
Mendel Money Management bought 1,670 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $169K.
VanEck Morningstar Wide Moat ETF made up 0.55% of Mendel Money Management's portfolio in Q2 2026, its #57 holding.
Mendel Money Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.