Sound View Wealth Advisors Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sound View Wealth Advisors 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
2026 Q1	$454K	Sell	4,699 -234	-5%	-$24.3K	0.03%	281
2025 Q4	$511K	Sell	4,933 -590	-11%	-$60.3K	0.03%	267
2025 Q3	$547K	Sell	5,523 -58	-1%	-$5.66K	0.04%	263
2025 Q2	$523K	Sell	5,581 -98	-2%	-$8.6K	0.04%	261
2025 Q1	$500K	Sell	5,679 -580	-9%	-$53.4K	0.04%	258
2024 Q4	$580K	Buy	6,259 +7	+0.1%	+$674	0.05%	242
2024 Q3	$606K	Buy	6,252 +204	+3%	+$18.7K	0.05%	235
2024 Q2	$524K	Buy	6,048 +1,235	+26%	+$107K	0.05%	231
2024 Q1	$433K	Buy	4,813 +2,003	+71%	+$172K	0.05%	257
2023 Q4	$238K	Hold	2,810	–	–	0.03%	342
2023 Q3	$213K	Hold	2,810	–	–	0.03%	345
2023 Q2	$224K	Hold	2,810	–	–	0.03%	337
2023 Q1	$207K	Hold	2,810	–	–	0.03%	347
2022 Q4	$238K	Buy	+2,810	New	+$182K	0.03%	342

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 $6.37B AUM 23.22% 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

Sound View Wealth Advisors Group's MOAT Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.7% in Q1 2026, selling an estimated $24.3K and leaving 4,699 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #281.

Sound View Wealth Advisors Group first reported a position in MOAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $606K in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Sound View Wealth Advisors Group held 4,699 shares of VanEck Morningstar Wide Moat ETF worth $454K as of Q1 2026.
Sound View Wealth Advisors Group sold 234 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $24.3K.
VanEck Morningstar Wide Moat ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #281 holding.
Sound View Wealth Advisors Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's VanEck Morningstar Wide Moat ETF position peaked at $606K in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.