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Sax Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sax Wealth Advisors’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 		$624K Buy
6,455
+339
+6% +$34.3K 0.03% 297
2026
Q1 		$633K Sell
6,116
-1,545
-20% -$160K 0.03% 250
2025
Q4 		$793K Buy
7,661
+22
+0.3% +$2.25K 0.04% 229
2025
Q3 		$757K Sell
7,639
-409
-5% -$39.9K 0.04% 215
2025
Q2 		$755K Hold
8,048
– – 0.05% 205
2025
Q1 		$708K Hold
8,048
– – 0.05% 176
2024
Q4 		$746K Buy
8,048
+28
+0.3% +$2.7K 0.06% 151
2024
Q3 		$778K Buy
8,020
+3
+0% +$274 0.07% 112
2024
Q2 		$694K Buy
8,017
+890
+12% +$77.3K 0.07% 116
2024
Q1 		$641K Buy
7,127
+3,011
+73% +$258K 0.07% 100
2023
Q4 		$349K Buy
4,116
+725
+21% +$56.3K 0.06% 138
2023
Q3 		$257K Buy
+3,391
New +$270K 0.05% 151

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sax Wealth Advisors's MOAT Position: Q2 2026 in Review

Sax Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.5% in Q2 2026, buying an estimated $34.3K and bringing the position to 6,455 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #297.

Sax Wealth Advisors first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $793K in Q4 2025. 168 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Sax Wealth Advisors held 6,455 shares of VanEck Morningstar Wide Moat ETF worth $624K as of Q2 2026.
  • Sax Wealth Advisors bought 339 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $34.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • Sax Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
  • Sax Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $793K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.