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Ruggaard & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ruggaard & Associates’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
2025
Q2 		– Sell
-133,138
Closed -$11.7M – 121
2025
Q1 		$11.7M Sell
133,138
-1,887
-1% -$174K 5.13% 9
2024
Q4 		$12.5M Buy
135,025
+1,630
+1% +$157K 5.49% 8
2024
Q3 		$12.9M Buy
133,395
+2,476
+2% +$226K 5.63% 6
2024
Q2 		$11.3M Buy
130,919
+2,957
+2% +$257K 5.24% 8
2024
Q1 		$11.5M Buy
127,962
+117,345
+1,105% +$10.1M 5.47% 8
2023
Q4 		$901K Buy
+10,617
New +$824K 0.48% 24

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ruggaard & Associates's MOAT Position: Q2 2025 in Review

Ruggaard & Associates sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 133,138 shares — an estimated $11.7M sold.

Ruggaard & Associates first reported a position in MOAT in Q4 2023 and held it in 6 quarters. The position peaked at $12.9M in Q3 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Ruggaard & Associates reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Ruggaard & Associates sold 133,138 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $11.7M.
  • Ruggaard & Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 6 quarters.
  • Ruggaard & Associates's VanEck Morningstar Wide Moat ETF position peaked at $12.9M in Q3 2024.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Ruggaard & Associates's 13F filing for Q2 2025, filed 14 Aug 2025.