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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Valley Wealth Managers's MOAT Position: Q1 2026 in Review

Valley Wealth Managers held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 1 share worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Valley Wealth Managers first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $20.6M in Q4 2023. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Valley Wealth Managers held 1 share of VanEck Morningstar Wide Moat ETF worth $99 as of Q1 2026.
Valley Wealth Managers left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #309 holding.
Valley Wealth Managers first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
Valley Wealth Managers's VanEck Morningstar Wide Moat ETF position peaked at $20.6M in Q4 2023.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.