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United Capital Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

United Capital Financial Advisors’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 		$64.2M Buy
617,016
+5,665
+0.9% +$573K 0.35% 51
2026
Q1 		$59.1M Buy
611,351
+14,955
+3% +$1.55M 0.36% 48
2025
Q4 		$61.8M Buy
+596,396
New +$60.9M 0.37% 51
2023
Q3 		– Sell
-3,303
Closed -$264K – 877
2023
Q2 		$264K Buy
+3,303
New +$249K ﹤0.01% 797
2023
Q1 		– Sell
-7,255
Closed -$471K – 1028
2022
Q4 		$471K Sell
7,255
-1,329
-15% -$86.2K ﹤0.01% 772
2022
Q3 		$515K Sell
8,584
-4,493
-34% -$302K ﹤0.01% 753
2022
Q2 		$833K Buy
13,077
+1,050
+9% +$72.1K ﹤0.01% 666
2022
Q1 		$898K Buy
12,027
+380
+3% +$28K ﹤0.01% 686
2021
Q4 		$886K Buy
11,647
+71
+0.6% +$5.38K ﹤0.01% 706
2021
Q3 		$848K Sell
11,576
-42
-0.4% -$3.16K ﹤0.01% 718
2021
Q2 		$860K Hold
11,618
– – ﹤0.01% 732
2021
Q1 		$805K Hold
11,618
– – ﹤0.01% 723
2020
Q4 		$720K Buy
11,618
+6,573
+130% +$387K ﹤0.01% 757
2020
Q3 		$275K Hold
5,045
– – ﹤0.01% 977
2020
Q2 		$264K Sell
5,045
-1,318
-21% -$65.6K ﹤0.01% 1026
2020
Q1 		$278K Buy
+6,363
New +$327K ﹤0.01% 990
2015
Q4 		– Sell
-13,685
Closed -$382K – 1259
2015
Q3 		$382K Hold
13,685
– – ﹤0.01% 979
2015
Q2 		$420K Sell
13,685
-14,172
-51% -$443K ﹤0.01% 973
2015
Q1 		$877K Buy
27,857
+12,314
+79% +$372K 0.01% 754
2014
Q4 		$483K Sell
15,543
-54,751
-78% -$1.71M 0.01% 833
2014
Q3 		$2.2M Buy
+70,294
New +$2.19M 0.04% 420

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

United Capital Financial Advisors's MOAT Position: Q2 2026 in Review

United Capital Financial Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.93% in Q2 2026, buying an estimated $573K and bringing the position to 617,016 shares worth $64.2M. The position accounts for 0.35% of the portfolio, ranked #51.

United Capital Financial Advisors first reported a position in MOAT in Q3 2014 and has held it in 21 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • United Capital Financial Advisors held 617,016 shares of VanEck Morningstar Wide Moat ETF worth $64.2M as of Q2 2026.
  • United Capital Financial Advisors bought 5,665 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $573K.
  • VanEck Morningstar Wide Moat ETF made up 0.35% of United Capital Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • United Capital Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2014 and has held it in 21 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.