SCM
MOAT icon

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

Saxony Capital Management’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 		$232K Sell
2,236
-21
-0.9% -$2.12K 0.11% 155
2026
Q1 		$218K Buy
2,257
+55
+2% +$5.7K 0.13% 148
2025
Q4 		$228K Buy
2,202
+37
+2% +$3.78K 0.14% 135
2025
Q3 		$215K Hold
2,165
– – 0.14% 142
2025
Q2 		$203K Sell
2,165
-156
-7% -$13.7K 0.16% 121
2025
Q1 		$204K Buy
2,321
+81
+4% +$7.45K 0.18% 113
2024
Q4 		$208K Buy
2,240
+153
+7% +$14.7K 0.18% 120
2024
Q3 		$202K Buy
+2,087
New +$191K 0.19% 129

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

Saxony Capital Management's MOAT Position: Q2 2026 in Review

Saxony Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.93% in Q2 2026, selling an estimated $2.12K and leaving 2,236 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #155.

Saxony Capital Management first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. 169 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Saxony Capital Management held 2,236 shares of VanEck Morningstar Wide Moat ETF worth $232K as of Q2 2026.
  • Saxony Capital Management sold 21 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $2.12K.
  • VanEck Morningstar Wide Moat ETF made up 0.11% of Saxony Capital Management's portfolio in Q2 2026, its #155 holding.
  • Saxony Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
  • 169 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.