RCAG
MOAT icon

Rehmann Capital Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Rehmann Capital Advisory 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
Q1 		$4.31M Sell
44,546
-360
-0.8% -$37.3K 0.22% 75
2025
Q4 		$4.65M Sell
44,906
-1,230
-3% -$126K 0.24% 73
2025
Q3 		$4.57M Sell
46,136
-704
-2% -$68.7K 0.25% 75
2025
Q2 		$4.39M Buy
46,840
+1,189
+3% +$104K 0.27% 70
2025
Q1 		$4.02M Sell
45,651
-64
-0.1% -$5.89K 0.25% 78
2024
Q4 		$4.24M Sell
45,715
-1,131
-2% -$109K 0.27% 74
2024
Q3 		$4.59M Sell
46,846
-406
-0.9% -$37.1K 0.3% 64
2024
Q2 		$4.1M Buy
47,252
+71
+0.2% +$6.17K 0.29% 66
2024
Q1 		$4.24M Buy
47,181
+2,284
+5% +$196K 0.32% 63
2023
Q4 		$3.81M Buy
44,897
+111
+0.2% +$8.62K 0.32% 62
2023
Q3 		$3.4M Buy
44,786
+4,157
+10% +$331K 0.32% 61
2023
Q2 		$3.24M Buy
40,629
+695
+2% +$52.3K 0.29% 65
2023
Q1 		$2.95M Buy
39,934
+2,828
+8% +$201K 0.28% 73
2022
Q4 		$2.41M Buy
37,106
+653
+2% +$42.4K 0.25% 90
2022
Q3 		$2.19M Buy
36,453
+1,143
+3% +$76.9K 0.24% 86
2022
Q2 		$2.25M Sell
35,310
-1,515
-4% -$104K 0.25% 81
2022
Q1 		$2.74M Buy
36,825
+2,016
+6% +$149K 0.26% 76
2021
Q4 		$2.64M Buy
34,809
+9,358
+37% +$709K 0.25% 72
2021
Q3 		$1.82M Buy
25,451
+15,555
+157% +$1.17M 0.17% 97
2021
Q2 		$508K Buy
9,896
+3,310
+50% +$241K 0.05% 304
2021
Q1 		$446K Buy
6,586
+2,117
+47% +$140K 0.05% 310
2020
Q4 		$285K Sell
4,469
-2
-0% -$118 0.03% 384
2020
Q3 		$244K Buy
+4,471
New +$244K 0.03% 365

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rehmann Capital Advisory Group's MOAT Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.8% in Q1 2026, selling an estimated $37.3K and leaving 44,546 shares worth $4.31M. The position accounts for 0.22% of the portfolio, ranked #75.

Rehmann Capital Advisory Group first reported a position in MOAT in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.65M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Rehmann Capital Advisory Group held 44,546 shares of VanEck Morningstar Wide Moat ETF worth $4.31M as of Q1 2026.
  • Rehmann Capital Advisory Group sold 360 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $37.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.22% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #75 holding.
  • Rehmann Capital Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 23 quarters since.
  • Rehmann Capital Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $4.65M in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.