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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Valley Wealth Managers's MOAT Position: Q2 2026 in Review

Valley Wealth Managers increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 19,500% in Q2 2026, buying an estimated $19.7K and bringing the position to 196 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Valley Wealth Managers first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.6M in Q4 2023. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Valley Wealth Managers held 196 shares of VanEck Morningstar Wide Moat ETF worth $20.3K as of Q2 2026.
Valley Wealth Managers bought 195 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $19.7K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #259 holding.
Valley Wealth Managers first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Valley Wealth Managers's VanEck Morningstar Wide Moat ETF position peaked at $20.6M in Q4 2023.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.