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RFG Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

RFG Advisory’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 		$275K Sell
2,649
-1,944
-42% -$197K ﹤0.01% 966
2026
Q1 		$444K Sell
4,593
-22
-0.5% -$2.28K 0.01% 784
2025
Q4 		$478K Sell
4,615
-751
-14% -$76.7K 0.01% 730
2025
Q3 		$532K Sell
5,366
-1,373
-20% -$134K 0.01% 652
2025
Q2 		$632K Sell
6,739
-9,145
-58% -$802K 0.01% 544
2025
Q1 		$1.4M Buy
15,884
+632
+4% +$58.2K 0.04% 337
2024
Q4 		$1.41M Sell
15,252
-998
-6% -$96.1K 0.04% 314
2024
Q3 		$1.58M Sell
16,250
-60
-0.4% -$5.49K 0.05% 292
2024
Q2 		$1.41M Buy
16,310
+5,748
+54% +$499K 0.05% 289
2024
Q1 		$950K Buy
10,562
+2,354
+29% +$202K 0.03% 370
2023
Q4 		$697K Buy
8,208
+3,591
+78% +$279K 0.03% 384
2023
Q3 		$350K Buy
+4,617
New +$368K 0.02% 478

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

RFG Advisory's MOAT Position: Q2 2026 in Review

RFG Advisory reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 42% in Q2 2026, selling an estimated $197K and leaving 2,649 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

RFG Advisory first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q3 2024. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • RFG Advisory held 2,649 shares of VanEck Morningstar Wide Moat ETF worth $275K as of Q2 2026.
  • RFG Advisory sold 1,944 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $197K.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #966 holding.
  • RFG Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
  • RFG Advisory's VanEck Morningstar Wide Moat ETF position peaked at $1.58M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.