PS
MOAT icon

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
Q3 		$25.4M Sell
240,070
-48,697
-17% -$5.32M 6.95% 4
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

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Planned Solutions's MOAT Position: Q3 2026 in Review

Planned Solutions reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 17% in Q3 2026, selling an estimated $5.32M and leaving 240,070 shares worth $25.4M. The position accounts for 6.95% of the portfolio, ranked #4.

Planned Solutions first reported a position in MOAT in Q3 2020 and has held it in 24 quarters since. The position peaked at $30.2M in Q4 2025. 138 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Planned Solutions held 240,070 shares of VanEck Morningstar Wide Moat ETF worth $25.4M as of Q3 2026.
  • Planned Solutions sold 48,697 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $5.32M.
  • VanEck Morningstar Wide Moat ETF made up 6.95% of Planned Solutions's portfolio in Q3 2026, its #4 holding.
  • Planned Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's VanEck Morningstar Wide Moat ETF position peaked at $30.2M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.