Provident Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Provident Wealth 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	$1.95M	Sell	18,723 -883	-5%	-$89.3K	0.5%	29
2026 Q1	$1.9M	Sell	19,606 -813	-4%	-$84.3K	0.57%	26
2025 Q4	$2.11M	Sell	20,419 -2,614	-11%	-$267K	0.63%	24
2025 Q3	$2.28M	Sell	23,033 -371	-2%	-$36.2K	0.69%	23
2025 Q2	$2.2M	Sell	23,404 -1,884	-7%	-$165K	0.72%	22
2025 Q1	$2.23M	Sell	25,288 -8,708	-26%	-$801K	0.77%	22
2024 Q4	$3.15M	Sell	33,996 -12,136	-26%	-$1.17M	1.05%	17
2024 Q3	$4.47M	Sell	46,132 -21,271	-32%	-$1.95M	1.53%	15
2024 Q2	$5.84M	Sell	67,403 -110,931	-62%	-$9.64M	2.14%	8
2024 Q1	$16M	Sell	178,334 -5,300	-3%	-$455K	6%	7
2023 Q4	$15.6M	Sell	183,634 -2,077	-1%	-$161K	6.83%	6
2023 Q3	$14.1M	Sell	185,711 -3,523	-2%	-$281K	6.85%	6
2023 Q2	$15.1M	Sell	189,234 -8,836	-4%	-$665K	7.43%	6
2023 Q1	$14.6M	Sell	198,070 -373	-0.2%	-$26.5K	7.48%	6
2022 Q4	$12.9M	Sell	198,443 -411	-0.2%	-$26.7K	7.56%	5
2022 Q3	$11.9M	Buy	198,854 +21,736	+12%	+$1.46M	7.22%	5
2022 Q2	$11.3M	Buy	177,118 +24,860	+16%	+$1.71M	7.16%	6
2022 Q1	$11.4M	Buy	152,258 +793	+0.5%	+$58.4K	6.9%	4
2021 Q4	$11.5M	Buy	151,465 +7,579	+5%	+$574K	7.57%	4
2021 Q3	$10.5M	Buy	143,886 +2,659	+2%	+$200K	7.99%	4
2021 Q2	$10.5M	Buy	141,227 +19,606	+16%	+$1.43M	8.79%	4
2021 Q1	$8.43M	Buy	+121,621	New	+$8.01M	9.33%	4

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

Provident Wealth Management's MOAT Position: Q2 2026 in Review

Provident Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.5% in Q2 2026, selling an estimated $89.3K and leaving 18,723 shares worth $1.95M. The position accounts for 0.5% of the portfolio, ranked #29.

Provident Wealth Management first reported a position in MOAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $16M in Q1 2024. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Provident Wealth Management held 18,723 shares of VanEck Morningstar Wide Moat ETF worth $1.95M as of Q2 2026.
Provident Wealth Management sold 883 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $89.3K.
VanEck Morningstar Wide Moat ETF made up 0.5% of Provident Wealth Management's portfolio in Q2 2026, its #29 holding.
Provident Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 22 quarters since.
Provident Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $16M in Q1 2024.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.