TF
MOAT icon

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

TME Financial’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 		$3.06M Sell
29,449
-39,302
-57% -$3.97M 1.89% 16
2026
Q1 		$6.65M Buy
68,751
+3,569
+5% +$370K 4.61% 5
2025
Q4 		$6.75M Buy
65,182
+37,684
+137% +$3.85M 4.74% 5
2025
Q3 		$2.73M Buy
27,498
+1,152
+4% +$112K 2.04% 19
2025
Q2 		$2.47M Buy
26,346
+2,683
+11% +$235K 2% 19
2025
Q1 		$2.08M Buy
+23,663
New +$2.18M 1.81% 18

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

TME Financial's MOAT Position: Q2 2026 in Review

TME Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 57% in Q2 2026, selling an estimated $3.97M and leaving 29,449 shares worth $3.06M. The position accounts for 1.89% of the portfolio, ranked #16.

TME Financial first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.75M in Q4 2025. 190 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • TME Financial held 29,449 shares of VanEck Morningstar Wide Moat ETF worth $3.06M as of Q2 2026.
  • TME Financial sold 39,302 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.97M.
  • VanEck Morningstar Wide Moat ETF made up 1.89% of TME Financial's portfolio in Q2 2026, its #16 holding.
  • TME Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
  • TME Financial's VanEck Morningstar Wide Moat ETF position peaked at $6.75M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.