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

Merit Financial 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 		$657K Sell
6,319
-420
-6% -$42.5K ﹤0.01% 1332
2026
Q1 		$652K Buy
6,739
+430
+7% +$44.6K ﹤0.01% 1215
2025
Q4 		$653K Buy
6,309
+825
+15% +$84.3K 0.01% 1140
2025
Q3 		$544K Sell
5,484
-901
-14% -$87.9K 0.01% 1140
2025
Q2 		$599K Buy
6,385
+3,755
+143% +$329K 0.01% 1014
2025
Q1 		$231K Sell
2,630
-76
-3% -$6.99K ﹤0.01% 1227
2024
Q4 		$251K Buy
+2,706
New +$261K ﹤0.01% 1006

Other funds holding MOAT

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Merit Financial Group's MOAT Position: Q2 2026 in Review

Merit Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.2% in Q2 2026, selling an estimated $42.5K and leaving 6,319 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Merit Financial Group first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Merit Financial Group held 6,319 shares of VanEck Morningstar Wide Moat ETF worth $657K as of Q2 2026.
  • Merit Financial Group sold 420 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $42.5K.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1332 holding.
  • Merit Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
  • 120 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.