Todd Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Todd Wealth Management’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 Q3	$504K	Sell	4,768 -960	-17%	-$105K	0.38%	57
2026 Q2	$595K	Sell	5,728 -50	-0.9%	-$5.06K	0.45%	52
2026 Q1	$559K	Sell	5,778 -417	-7%	-$43.2K	0.51%	49
2025 Q4	$642K	Buy	+6,195	New	+$633K	0.58%	47

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Todd Wealth Management's MOAT Position: Q3 2026 in Review

Todd Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 17% in Q3 2026, selling an estimated $105K and leaving 4,768 shares worth $504K. The position accounts for 0.38% of the portfolio, ranked #57.

Todd Wealth Management first reported a position in MOAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $642K in Q4 2025. 333 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Todd Wealth Management held 4,768 shares of VanEck Morningstar Wide Moat ETF worth $504K as of Q3 2026.
Todd Wealth Management sold 960 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $105K.
VanEck Morningstar Wide Moat ETF made up 0.38% of Todd Wealth Management's portfolio in Q3 2026, its #57 holding.
Todd Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $642K in Q4 2025.
333 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.