ORG Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

ORG Wealth Partners’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	$211	Buy	+2	New	+$219	﹤0.01%	2343

Other funds holding MOAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

ORG Wealth Partners's MOAT Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026: 2 shares worth $211. The stake represents ﹤0.01% of the portfolio and ranks #2343 among its holdings.

589 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

ORG Wealth Partners held 2 shares of VanEck Morningstar Wide Moat ETF worth $211 as of Q3 2026.
VanEck Morningstar Wide Moat ETF was a new ORG Wealth Partners position in Q3 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2343 holding.
589 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.