Oak Barrel Wealth Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Oak Barrel Wealth Advisory’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	$524K	Buy	+5,043	New	+$510K	0.23%	52
2025 Q4	$522K	Buy	+5,043	New	+$515K	0.31%	50

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

Oak Barrel Wealth Advisory's MOAT Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 5,043 shares worth $524K. The stake represents 0.23% of the portfolio and ranks #52 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in MOAT as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Oak Barrel Wealth Advisory held 5,043 shares of VanEck Morningstar Wide Moat ETF worth $524K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.23% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #52 holding.
Oak Barrel Wealth Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.