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

SageView 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 Q2	$1.66M	Sell	15,999 -445	-3%	-$45K	0.05%	176
2026 Q1	$1.59M	Sell	16,444 -106	-0.6%	-$11K	0.06%	171
2025 Q4	$1.71M	Buy	16,550 +2,189	+15%	+$224K	0.06%	176
2025 Q3	$1.42M	Sell	14,361 -24	-0.2%	-$2.34K	0.05%	219
2025 Q2	$1.42M	Sell	14,385 -2,286	-14%	-$201K	0.05%	193
2025 Q1	$1.47M	Sell	16,671 -1,108	-6%	-$102K	0.06%	163
2024 Q4	$1.65M	Buy	17,779 +7,732	+77%	+$745K	0.07%	145
2024 Q3	$974K	Sell	10,047 -8,022	-44%	-$734K	0.05%	202
2024 Q2	$1.56M	Buy	+18,069	New	+$1.57M	0.07%	158
2024 Q1	–	Sell	-20,104	Closed	-$1.71M	–	674
2023 Q4	$1.71M	Sell	20,104 -13,587	-40%	-$1.06M	0.07%	171
2023 Q3	$2.56M	Buy	33,691 +2,090	+7%	+$166K	0.15%	93
2023 Q2	$2.52M	Buy	31,601 +27,097	+602%	+$2.04M	0.14%	98
2023 Q1	$333K	Sell	4,504 -38	-0.8%	-$2.7K	0.02%	368
2022 Q4	$295K	Buy	+4,542	New	+$295K	0.02%	324

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SageView Advisory Group's MOAT Position: Q2 2026 in Review

SageView Advisory Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.7% in Q2 2026, selling an estimated $45K and leaving 15,999 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #176.

SageView Advisory Group first reported a position in MOAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.56M in Q3 2023. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

SageView Advisory Group held 15,999 shares of VanEck Morningstar Wide Moat ETF worth $1.66M as of Q2 2026.
SageView Advisory Group sold 445 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $45K.
VanEck Morningstar Wide Moat ETF made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #176 holding.
SageView Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $2.56M in Q3 2023.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.