Valmark Advisers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Valmark Advisers’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
2025 Q3	–	Sell	-2,623	Closed	-$246K	–	669
2025 Q2	$246K	Hold	2,623	–	–	﹤0.01%	592
2025 Q1	$231K	Sell	2,623 -10	-0.4%	-$920	﹤0.01%	568
2024 Q4	$244K	Hold	2,633	–	–	﹤0.01%	551
2024 Q3	$255K	Sell	2,633 -88	-3%	-$8.05K	﹤0.01%	527
2024 Q2	$236K	Sell	2,721 -1,144	-30%	-$99.4K	﹤0.01%	521
2024 Q1	$347K	Buy	3,865 +963	+33%	+$82.6K	0.01%	432
2023 Q4	$246K	Buy	2,902 +194	+7%	+$15.1K	﹤0.01%	456
2023 Q3	$205K	Buy	2,708 +62	+2%	+$4.94K	﹤0.01%	459
2023 Q2	$211K	Buy	+2,646	New	+$199K	﹤0.01%	454
2022 Q4	–	Sell	-3,617	Closed	-$217K	–	458
2022 Q3	$217K	Sell	3,617 -204	-5%	-$13.7K	﹤0.01%	387
2022 Q2	$244K	Buy	3,821 +122	+3%	+$8.37K	﹤0.01%	374
2022 Q1	$276K	Buy	+3,699	New	+$273K	﹤0.01%	378

Other funds holding MOAT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

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

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

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

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

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

Valmark Advisers's MOAT Position: Q3 2025 in Review

Valmark Advisers sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 2,623 shares — an estimated $246K sold.

Valmark Advisers first reported a position in MOAT in Q1 2022 and held it in 12 quarters. The position peaked at $347K in Q1 2024. 680 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Valmark Advisers reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Valmark Advisers sold 2,623 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $246K.
Valmark Advisers first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and held it in 12 quarters.
Valmark Advisers's VanEck Morningstar Wide Moat ETF position peaked at $347K in Q1 2024.
680 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.