Snider Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Snider Financial Group’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
2025 Q2	–	Sell	-67,692	Closed	-$5.96M	–	120
2025 Q1	$5.96M	Buy	67,692 +933	+1%	+$85.9K	1.94%	15
2024 Q4	$6.19M	Sell	66,759 -97	-0.1%	-$9.34K	1.92%	13
2024 Q3	$6.48M	Sell	66,856 -88	-0.1%	-$8.05K	2.37%	13
2024 Q2	$5.8M	Buy	66,944 +745	+1%	+$64.7K	2.24%	15
2024 Q1	$5.95M	Buy	66,199 +1,235	+2%	+$106K	2.48%	13
2023 Q4	$5.51M	Buy	64,964 +1,534	+2%	+$119K	2.54%	15
2023 Q3	$4.81M	Buy	63,430 +15,476	+32%	+$1.23M	2.33%	15
2023 Q2	$3.83M	Sell	47,954 -267	-0.6%	-$20.1K	1.83%	17
2023 Q1	$3.56M	Sell	48,221 -495	-1%	-$35.1K	1.9%	16
2022 Q4	$3.16M	Sell	48,716 -627	-1%	-$40.7K	1.75%	20
2022 Q3	$3.16M	Buy	49,343 +293	+0.6%	+$19.7K	1.72%	20
2022 Q2	$3.13M	Buy	+49,050	New	+$3.37M	1.7%	21

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Snider Financial Group's MOAT Position: Q2 2025 in Review

Snider Financial Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 67,692 shares — an estimated $5.96M sold.

Snider Financial Group first reported a position in MOAT in Q2 2022 and held it in 12 quarters. The position peaked at $6.48M in Q3 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Snider Financial Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
Snider Financial Group sold 67,692 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $5.96M.
Snider Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 12 quarters.
Snider Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $6.48M in Q3 2024.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Snider Financial Group's 13F filing for Q2 2025, filed 5 Aug 2025.