Ogorek Anthony Joseph’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ogorek Anthony Joseph’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	$7K	Hold	75	–	–	﹤0.01%	455
2026 Q1	$7K	Hold	75	–	–	﹤0.01%	440
2025 Q4	$7K	Hold	75	–	–	﹤0.01%	437
2025 Q3	$7K	Sell	75 -100	-57%	-$9.76K	﹤0.01%	447
2025 Q2	$16K	Sell	175 -33,801	-99%	-$2.97M	﹤0.01%	313
2025 Q1	$2.99M	Sell	33,976 -81,085	-70%	-$7.46M	0.98%	22
2024 Q4	$10.7M	Sell	115,061 -8,730	-7%	-$841K	3.39%	9
2024 Q3	$12M	Sell	123,791 -5,971	-5%	-$546K	4.12%	7
2024 Q2	$11.2M	Sell	129,762 -1,452	-1%	-$126K	3.9%	7
2024 Q1	$11.8M	Sell	131,214 -880	-0.7%	-$75.5K	4.1%	8
2023 Q4	$11.2M	Buy	132,094 +2,939	+2%	+$228K	4.07%	6
2023 Q3	$9.79M	Buy	+129,155	New	+$10.3M	3.86%	6

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

Ogorek Anthony Joseph's MOAT Position: Q2 2026 in Review

Ogorek Anthony Joseph held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 75 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Ogorek Anthony Joseph first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $12M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Ogorek Anthony Joseph held 75 shares of VanEck Morningstar Wide Moat ETF worth $7K as of Q2 2026.
Ogorek Anthony Joseph left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #455 holding.
Ogorek Anthony Joseph first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Ogorek Anthony Joseph's VanEck Morningstar Wide Moat ETF position peaked at $12M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.