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Portside Wealth Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Portside Wealth Group’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 		$246K Hold
2,363
– – 0.03% 446
2026
Q1 		$229K Hold
2,363
– – 0.03% 425
2025
Q4 		$245K Hold
2,363
– – 0.03% 407
2025
Q3 		$234K Hold
2,363
– – 0.03% 432
2025
Q2 		$222K Hold
2,363
– – 0.03% 423
2025
Q1 		$208K Hold
2,363
– – 0.03% 400
2024
Q4 		$219K Hold
2,363
– – 0.04% 383
2024
Q3 		$229K Buy
+2,363
New +$216K 0.04% 354
2024
Q2 		– Sell
-2,363
Closed -$212K – 386
2024
Q1 		$212K Sell
2,363
-402
-15% -$34.5K 0.04% 346
2023
Q4 		$235K Sell
2,765
-20
-0.7% -$1.55K 0.04% 308
2023
Q3 		$211K Buy
+2,785
New +$222K 0.04% 314

Other funds holding MOAT

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Portside Wealth Group's MOAT Position: Q2 2026 in Review

Portside Wealth Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,363 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #446.

Portside Wealth Group first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Portside Wealth Group held 2,363 shares of VanEck Morningstar Wide Moat ETF worth $246K as of Q2 2026.
  • Portside Wealth Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #446 holding.
  • Portside Wealth Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
  • 118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.