Savant Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Savant Capital’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	$513K	Buy	5,099 +2,727	+115%	+$276K	﹤0.01%	1202
2026 Q1	$229K	Hold	2,372	–	–	﹤0.01%	1327
2025 Q4	$246K	Sell	2,372 -19	-0.8%	-$1.94K	﹤0.01%	1177
2025 Q3	$237K	Sell	2,391 -563	-19%	-$54.9K	﹤0.01%	1155
2025 Q2	$277K	Sell	2,954 -1,268	-30%	-$111K	﹤0.01%	982
2025 Q1	$372K	Buy	4,222 +48	+1%	+$4.42K	﹤0.01%	761
2024 Q4	$387K	Buy	4,174 +643	+18%	+$61.9K	﹤0.01%	988
2024 Q3	$342K	Sell	3,531 -63	-2%	-$5.76K	﹤0.01%	1036
2024 Q2	$311K	Buy	3,594 +650	+22%	+$56.5K	﹤0.01%	963
2024 Q1	$265K	Sell	2,944 -1,569	-35%	-$135K	﹤0.01%	938
2023 Q4	$383K	Buy	+4,513	New	+$350K	﹤0.01%	634

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

Savant Capital's MOAT Position: Q2 2026 in Review

Savant Capital increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 115% in Q2 2026, buying an estimated $276K and bringing the position to 5,099 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Savant Capital first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Savant Capital held 5,099 shares of VanEck Morningstar Wide Moat ETF worth $513K as of Q2 2026.
Savant Capital bought 2,727 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $276K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1202 holding.
Savant Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.