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SWMG LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SWMG LLC’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 		$868K Buy
8,208
+170
+2% +$17.2K 0.2% 41
2026
Q1 		$777K Buy
8,038
+112
+1% +$11.6K 0.22% 44
2025
Q4 		$836K Buy
7,926
+103
+1% +$10.5K 0.23% 46
2025
Q3 		$802K Buy
7,823
+548
+8% +$53.5K 0.24% 49
2025
Q2 		$721K Buy
7,275
+955
+15% +$83.8K 0.24% 56
2025
Q1 		$538K Buy
6,320
+1,318
+26% +$121K 0.21% 74
2024
Q4 		$478K Buy
5,002
+25
+0.5% +$2.41K 0.19% 76
2024
Q3 		$485K Buy
4,977
+167
+3% +$15.3K 0.2% 72
2024
Q2 		$417K Sell
4,810
-32
-0.7% -$2.78K 0.19% 64
2024
Q1 		$435K Sell
4,842
-163
-3% -$14K 0.2% 61
2023
Q4 		$425K Buy
5,005
+403
+9% +$31.3K 0.2% 65
2023
Q3 		$349K Sell
4,602
-106
-2% -$8.44K 0.18% 72
2023
Q2 		$376K Sell
4,708
-657
-12% -$49.5K 0.2% 60
2023
Q1 		$396K Sell
5,365
-295
-5% -$20.9K 0.22% 56
2022
Q4 		$367K Sell
5,660
-5,338
-49% -$346K 0.22% 50
2022
Q3 		$660K Buy
+10,998
New +$740K 0.43% 37
2022
Q1 		$983K Buy
13,164
+2,439
+23% +$180K 0.54% 30
2021
Q4 		$816K Buy
10,725
+2,651
+33% +$201K 0.43% 39
2021
Q3 		$591K Buy
8,074
+1,715
+27% +$129K 0.34% 47
2021
Q2 		$471K Buy
6,359
+1,128
+22% +$82.1K 0.28% 47
2021
Q1 		$362K Sell
5,231
-128
-2% -$8.44K 0.25% 46
2020
Q4 		$334K Buy
+5,359
New +$316K 0.24% 48

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SWMG LLC's MOAT Position: Q2 2026 in Review

SWMG LLC increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.1% in Q2 2026, buying an estimated $17.2K and bringing the position to 8,208 shares worth $868K. The position accounts for 0.2% of the portfolio, ranked #41.

SWMG LLC first reported a position in MOAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $983K in Q1 2022. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • SWMG LLC held 8,208 shares of VanEck Morningstar Wide Moat ETF worth $868K as of Q2 2026.
  • SWMG LLC bought 170 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $17.2K.
  • VanEck Morningstar Wide Moat ETF made up 0.2% of SWMG LLC's portfolio in Q2 2026, its #41 holding.
  • SWMG LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 22 quarters since.
  • SWMG LLC's VanEck Morningstar Wide Moat ETF position peaked at $983K in Q1 2022.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.