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

Scarborough 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	–	Sell	-1,195	Closed	-$116K	–	465
2026 Q1	$116K	Hold	1,195	–	–	0.01%	175
2025 Q4	$124K	Buy	1,195 +152	+15%	+$15.5K	0.02%	105
2025 Q3	$103K	Buy	1,043 +62	+6%	+$6.05K	0.02%	103
2025 Q2	$92K	Buy	+981	New	+$86.1K	0.02%	107
2024 Q3	–	Sell	-872	Closed	-$75.5K	–	317
2024 Q2	$75.5K	Buy	872 +70	+9%	+$6.08K	0.03%	80
2024 Q1	$72.1K	Buy	802 +225	+39%	+$19.3K	0.03%	79
2023 Q4	$49K	Buy	+577	New	+$44.8K	0.01%	172

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

Scarborough Advisors's MOAT Position: Q2 2026 in Review

Scarborough Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 1,195 shares — an estimated $116K sold.

Scarborough Advisors first reported a position in MOAT in Q4 2023 and held it in 7 quarters. The position peaked at $124K in Q4 2025. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Scarborough Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 1,195 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $116K.
Scarborough Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's VanEck Morningstar Wide Moat ETF position peaked at $124K in Q4 2025.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.