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Planned Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Planned Solutions’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 		$30M Sell
288,767
-2,718
-0.9% -$275K 8.6% 3
2026
Q1 		$28.2M Sell
291,485
-254
-0.1% -$26.3K 9.22% 3
2025
Q4 		$30.2M Sell
291,739
-6,945
-2% -$709K 9.69% 2
2025
Q3 		$29.6M Sell
298,684
-5,203
-2% -$508K 10.18% 1
2025
Q2 		$28.5M Buy
303,887
+4,811
+2% +$422K 10.84% 1
2025
Q1 		$26.3M Buy
299,076
+6,955
+2% +$640K 10.66% 1
2024
Q4 		$27.1M Sell
292,121
-4,948
-2% -$477K 10.93% 1
2024
Q3 		$28.8M Buy
297,069
+2,310
+0.8% +$211K 11.56% 1
2024
Q2 		$25.5M Sell
294,759
-1,544
-0.5% -$134K 12.36% 1
2024
Q1 		$26.6M Buy
296,303
+1,628
+0.6% +$140K 13.07% 1
2023
Q4 		$25M Sell
294,675
-3,453
-1% -$268K 11.7% 1
2023
Q3 		$22.6M Buy
298,128
+6,488
+2% +$517K 13.6% 1
2023
Q2 		$23.3M Buy
291,640
+5,211
+2% +$392K 13.75% 1
2023
Q1 		$21.1M Sell
286,429
-17,934
-6% -$1.27M 13.4% 1
2022
Q4 		$19.8M Buy
304,363
+719
+0.2% +$46.6K 14.47% 1
2022
Q3 		$18.2M Buy
303,644
+5,900
+2% +$397K 15.22% 1
2022
Q2 		$19M Buy
297,744
+7,014
+2% +$481K 17.73% 1
2022
Q1 		$21.7M Buy
290,730
+4,739
+2% +$349K 15.16% 1
2021
Q4 		$21.8M Buy
+285,991
New +$21.7M 14.56% 1
2021
Q2 		$21.2M Buy
286,498
+1,713
+0.6% +$125K 14.68% 1
2021
Q1 		$19.7M Sell
284,785
-17,646
-6% -$1.16M 15.41% 1
2020
Q4 		$18.8M Buy
302,431
+7,104
+2% +$418K 15.02% 1
2020
Q3 		$16.1M Buy
+295,327
New +$16.1M 15.75% 1

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planned Solutions's MOAT Position: Q2 2026 in Review

Planned Solutions reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.93% in Q2 2026, selling an estimated $275K and leaving 288,767 shares worth $30M. The position accounts for 8.6% of the portfolio, ranked #3.

Planned Solutions first reported a position in MOAT in Q3 2020 and has held it in 23 quarters since. The position peaked at $30.2M in Q4 2025. 729 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Planned Solutions held 288,767 shares of VanEck Morningstar Wide Moat ETF worth $30M as of Q2 2026.
  • Planned Solutions sold 2,718 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $275K.
  • VanEck Morningstar Wide Moat ETF made up 8.6% of Planned Solutions's portfolio in Q2 2026, its #3 holding.
  • Planned Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's VanEck Morningstar Wide Moat ETF position peaked at $30.2M in Q4 2025.
  • 729 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.