Sensible Money’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sensible Money’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 Q3	$553K	Buy	5,236 +2,647	+102%	+$289K	0.14%	48
2026 Q2	$269K	Hold	2,589	–	–	0.07%	83
2026 Q1	$250K	Hold	2,589	–	–	0.08%	75
2025 Q4	$268K	Hold	2,589	–	–	0.09%	66
2025 Q3	$257K	Hold	2,589	–	–	0.09%	71
2025 Q2	$243K	Hold	2,589	–	–	0.09%	74
2025 Q1	$228K	Hold	2,589	–	–	0.1%	72
2024 Q4	$240K	Hold	2,589	–	–	0.11%	70
2024 Q3	$251K	Hold	2,589	–	–	0.11%	69
2024 Q2	$224K	Hold	2,589	–	–	0.11%	71
2024 Q1	$233K	Hold	2,589	–	–	0.13%	69
2023 Q4	$220K	Buy	+2,589	New	+$201K	0.13%	69
2023 Q3	–	Sell	-2,589	Closed	-$207K	–	75
2023 Q2	$207K	Buy	+2,589	New	+$195K	0.15%	72

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Sensible Money's MOAT Position: Q3 2026 in Review

Sensible Money increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 102% in Q3 2026, buying an estimated $289K and bringing the position to 5,236 shares worth $553K. The position accounts for 0.14% of the portfolio, ranked #48.

Sensible Money first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. 389 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Sensible Money held 5,236 shares of VanEck Morningstar Wide Moat ETF worth $553K as of Q3 2026.
Sensible Money bought 2,647 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $289K.
VanEck Morningstar Wide Moat ETF made up 0.14% of Sensible Money's portfolio in Q3 2026, its #48 holding.
Sensible Money first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
389 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.