Princeton Global Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Princeton Global Asset Management’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	$477K	Hold	4,589	–	–	0.07%	150
2026 Q1	$444K	Sell	4,589 -241	-5%	-$25K	0.07%	142
2025 Q4	$500K	Sell	4,830 -465	-9%	-$47.5K	0.08%	132
2025 Q3	$525K	Sell	5,295 -133	-2%	-$13K	0.09%	127
2025 Q2	$509K	Sell	5,428 -1,035	-16%	-$90.8K	0.09%	122
2025 Q1	$569K	Sell	6,463 -75	-1%	-$6.9K	0.11%	122
2024 Q4	$606K	Buy	6,538 +13	+0.2%	+$1.25K	0.11%	121
2024 Q3	$633K	Sell	6,525 -275	-4%	-$25.1K	0.12%	115
2024 Q2	$589K	Sell	6,800 -15	-0.2%	-$1.3K	0.13%	100
2024 Q1	$613K	Buy	6,815 +1,330	+24%	+$114K	0.15%	99
2023 Q4	$466K	Buy	5,485 +3,301	+151%	+$256K	0.12%	108
2023 Q3	$166K	Hold	2,184	–	–	0.05%	169
2023 Q2	$174K	Sell	2,184 -25	-1%	-$1.88K	0.05%	170
2023 Q1	$163K	Hold	2,209	–	–	0.05%	177
2022 Q4	$143K	Buy	2,209 +2	+0.1%	+$130	0.05%	165
2022 Q3	$132K	Buy	+2,207	New	+$148K	0.05%	169

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

Princeton Global Asset Management's MOAT Position: Q2 2026 in Review

Princeton Global Asset Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 4,589 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #150.

Princeton Global Asset Management first reported a position in MOAT in Q3 2022 and has held it in 16 quarters since. The position peaked at $633K in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Princeton Global Asset Management held 4,589 shares of VanEck Morningstar Wide Moat ETF worth $477K as of Q2 2026.
Princeton Global Asset Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.07% of Princeton Global Asset Management's portfolio in Q2 2026, its #150 holding.
Princeton Global Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 16 quarters since.
Princeton Global Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $633K in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.