Savvy Advisors Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Savvy Advisors Inc’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 Q1	$2.5M	Buy	25,815 +1,505	+6%	+$156K	0.07%	228
2025 Q4	$2.52M	Buy	24,310 +20,262	+501%	+$2.07M	0.08%	190
2025 Q3	$401K	Sell	4,048 -192	-5%	-$18.7K	0.02%	512
2025 Q2	$398K	Buy	4,240 +1,581	+59%	+$139K	0.03%	415
2025 Q1	$234K	Sell	2,659 -863	-25%	-$79.4K	0.02%	447
2024 Q4	$327K	Buy	+3,522	New	+$339K	0.04%	328

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Savvy Advisors Inc's MOAT Position: Q1 2026 in Review

Savvy Advisors Inc increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.2% in Q1 2026, buying an estimated $156K and bringing the position to 25,815 shares worth $2.5M. The position accounts for 0.07% of the portfolio, ranked #228.

Savvy Advisors Inc first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.52M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Savvy Advisors Inc held 25,815 shares of VanEck Morningstar Wide Moat ETF worth $2.5M as of Q1 2026.
Savvy Advisors Inc bought 1,505 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $156K.
VanEck Morningstar Wide Moat ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #228 holding.
Savvy Advisors Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Savvy Advisors Inc's VanEck Morningstar Wide Moat ETF position peaked at $2.52M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.