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 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

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 $6.18B AUM 18.43% 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

Sensible Money's MOAT Position: Q1 2026 in Review

Sensible Money held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 2,589 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #75.

Sensible Money first reported a position in MOAT in Q2 2023 and has held it in 11 quarters since. The position peaked at $268K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Sensible Money held 2,589 shares of VanEck Morningstar Wide Moat ETF worth $250K as of Q1 2026.
Sensible Money left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.08% of Sensible Money's portfolio in Q1 2026, its #75 holding.
Sensible Money first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 11 quarters since.
Sensible Money's VanEck Morningstar Wide Moat ETF position peaked at $268K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.