MONECO Advisors
MOAT icon

MONECO Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MONECO Advisors’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 		$5.35M Buy
50,633
+4,594
+10% +$502K 0.31% 62
2026
Q2 		$4.79M Buy
46,039
+5,776
+14% +$584K 0.29% 67
2026
Q1 		$3.89M Buy
40,263
+15,593
+63% +$1.62M 0.3% 72
2025
Q4 		$2.55M Buy
24,670
+11,870
+93% +$1.21M 0.2% 108
2025
Q3 		$1.27M Buy
12,800
+9,547
+293% +$931K 0.11% 175
2025
Q2 		$305K Buy
3,253
+635
+24% +$55.7K 0.03% 376
2025
Q1 		$230K Buy
2,618
+383
+17% +$35.2K 0.02% 417
2024
Q4 		$207K Buy
2,235
+17
+0.8% +$1.64K 0.02% 446
2024
Q3 		$215K Sell
2,218
-132
-6% -$12.1K 0.03% 409
2024
Q2 		$204K Sell
2,350
-305
-11% -$26.5K 0.03% 405
2024
Q1 		$239K Sell
2,655
-847
-24% -$72.7K 0.04% 361
2023
Q4 		$297K Buy
3,502
+146
+4% +$11.3K 0.06% 291
2023
Q3 		$254K Buy
+3,356
New +$267K 0.07% 279

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

MONECO Advisors's MOAT Position: Q3 2026 in Review

MONECO Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 10% in Q3 2026, buying an estimated $502K and bringing the position to 50,633 shares worth $5.35M. The position accounts for 0.31% of the portfolio, ranked #62.

MONECO Advisors first reported a position in MOAT in Q3 2023 and has held it in 13 quarters since. 638 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • MONECO Advisors held 50,633 shares of VanEck Morningstar Wide Moat ETF worth $5.35M as of Q3 2026.
  • MONECO Advisors bought 4,594 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $502K.
  • VanEck Morningstar Wide Moat ETF made up 0.31% of MONECO Advisors's portfolio in Q3 2026, its #62 holding.
  • MONECO Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 13 quarters since.
  • 638 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.