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S.E.E.D. Planning Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

S.E.E.D. Planning 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
Q2 		$1.05M Sell
10,118
-5,192
-34% -$525K 0.28% 54
2026
Q1 		$1.48M Sell
15,310
-140,803
-90% -$14.6M 0.43% 47
2025
Q4 		$16.2M Buy
156,113
+2,571
+2% +$263K 4.61% 4
2025
Q3 		$15.2M Buy
153,542
+9,514
+7% +$928K 4.43% 4
2025
Q2 		$13.5M Sell
144,028
-2,999
-2% -$263K 4.24% 4
2025
Q1 		$12.9M Sell
147,027
-24,241
-14% -$2.23M 4.36% 3
2024
Q4 		$15.9M Buy
171,268
+23,544
+16% +$2.27M 5.3% 2
2024
Q3 		$14.3M Buy
147,724
+45,277
+44% +$4.14M 4.75% 2
2024
Q2 		$8.87M Buy
102,447
+5,653
+6% +$491K 3.23% 9
2024
Q1 		$8.7M Buy
96,794
+27,491
+40% +$2.36M 3.18% 11
2023
Q4 		$5.88M Sell
69,303
-41,106
-37% -$3.19M 2.37% 17
2023
Q3 		$8.37M Sell
110,409
-26,832
-20% -$2.14M 3.23% 10
2023
Q2 		$11M Buy
137,241
+3,144
+2% +$237K 3.84% 5
2023
Q1 		$9.9M Buy
134,097
+9,678
+8% +$687K 3.82% 3
2022
Q4 		$8.08M Buy
124,419
+20,310
+20% +$1.32M 3.5% 5
2022
Q3 		$6.25M Buy
104,109
+19,532
+23% +$1.31M 2.92% 11
2022
Q2 		$5.39M Buy
84,577
+39,710
+89% +$2.73M 2.44% 20
2022
Q1 		$3.35M Sell
44,867
-52,996
-54% -$3.91M 1.43% 32
2021
Q4 		$7.45M Sell
97,863
-17,826
-15% -$1.35M 3.23% 7
2021
Q3 		$8.47M Sell
115,689
-6,159
-5% -$464K 4% 6
2021
Q2 		$9.02M Buy
121,848
+30,056
+33% +$2.19M 4.44% 6
2021
Q1 		$6.36M Buy
91,792
+15,745
+21% +$1.04M 3.49% 7
2020
Q4 		$4.71M Sell
76,047
-2,212
-3% -$130K 2.83% 8
2020
Q3 		$4.27M Sell
78,259
-9,599
-11% -$525K 3.13% 7
2020
Q2 		$4.59M Sell
87,858
-45,189
-34% -$2.25M 3.59% 7
2020
Q1 		$5.82M Buy
+133,047
New +$6.84M 5.65% 1

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

S.E.E.D. Planning Group's MOAT Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 34% in Q2 2026, selling an estimated $525K and leaving 10,118 shares worth $1.05M. The position accounts for 0.28% of the portfolio, ranked #54.

S.E.E.D. Planning Group first reported a position in MOAT in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.2M in Q4 2025. 729 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • S.E.E.D. Planning Group held 10,118 shares of VanEck Morningstar Wide Moat ETF worth $1.05M as of Q2 2026.
  • S.E.E.D. Planning Group sold 5,192 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $525K.
  • VanEck Morningstar Wide Moat ETF made up 0.28% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #54 holding.
  • S.E.E.D. Planning Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 26 quarters since.
  • S.E.E.D. Planning Group's VanEck Morningstar Wide Moat ETF position peaked at $16.2M in Q4 2025.
  • 729 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.