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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
Q3 		$2.5M Buy
23,670
+13,552
+134% +$1.48M 0.61% 41
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 		$6.24M 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 		$4.72M 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

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
BAM
Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

S.E.E.D. Planning Group's MOAT Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 134% in Q3 2026, buying an estimated $1.48M and bringing the position to 23,670 shares worth $2.5M. The position accounts for 0.61% of the portfolio, ranked #41.

S.E.E.D. Planning Group first reported a position in MOAT in Q1 2020 and has held it in 27 quarters since. The position peaked at $16.2M in Q4 2025. 138 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • S.E.E.D. Planning Group held 23,670 shares of VanEck Morningstar Wide Moat ETF worth $2.5M as of Q3 2026.
  • S.E.E.D. Planning Group bought 13,552 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $1.48M.
  • VanEck Morningstar Wide Moat ETF made up 0.61% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #41 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 27 quarters since.
  • S.E.E.D. Planning Group's VanEck Morningstar Wide Moat ETF position peaked at $16.2M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.