Valley Wealth Managers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Valley Wealth Managers’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	$73	Sell	1 -195	-99%	-$21.3K	﹤0.01%	335
2026 Q2	$20.3K	Buy	196 +195	+19,500%	+$19.7K	﹤0.01%	259
2026 Q1	$99	Hold	1	–	–	﹤0.01%	309
2025 Q4	$106	Sell	1 -1	-50%	-$102	﹤0.01%	344
2025 Q3	$168	Sell	2 -325	-99%	-$31.7K	﹤0.01%	289
2025 Q2	$30.6K	Buy	327 +271	+484%	+$23.8K	﹤0.01%	215
2025 Q1	$4.9K	Hold	56	–	–	﹤0.01%	296
2024 Q4	$5.16K	Sell	56 -113	-67%	-$10.9K	﹤0.01%	315
2024 Q3	$16.4K	Sell	169 -160,667	-100%	-$14.7M	﹤0.01%	276
2024 Q2	$13.9M	Sell	160,836 -63,699	-28%	-$5.53M	1.11%	41
2024 Q1	$20.2M	Sell	224,535 -18,340	-8%	-$1.57M	1.52%	27
2023 Q4	$20.6M	Buy	242,875 +8,969	+4%	+$696K	1.61%	21
2023 Q3	$17.7M	Buy	+233,906	New	+$18.6M	1.48%	24

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 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

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

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Valley Wealth Managers's MOAT Position: Q3 2026 in Review

Valley Wealth Managers reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 99% in Q3 2026, selling an estimated $21.3K and leaving 1 share worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Valley Wealth Managers first reported a position in MOAT in Q3 2023 and has held it in 13 quarters since. The position peaked at $20.6M in Q4 2023. 212 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Valley Wealth Managers held 1 share of VanEck Morningstar Wide Moat ETF worth $73 as of Q3 2026.
Valley Wealth Managers sold 195 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $21.3K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #335 holding.
Valley Wealth Managers first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 13 quarters since.
Valley Wealth Managers's VanEck Morningstar Wide Moat ETF position peaked at $20.6M in Q4 2023.
212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.