Vantage Point Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Vantage Point Financial’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	$2.61M	Sell	26,976 -1,526	-5%	-$158K	0.92%	25
2025 Q4	$2.95M	Sell	28,502 -1,026	-3%	-$105K	1.06%	24
2025 Q3	$2.93M	Sell	29,528 -127	-0.4%	-$12.4K	1.13%	24
2025 Q2	$2.78M	Sell	29,655 -6,756	-19%	-$593K	1.22%	21
2025 Q1	$3.2M	Buy	36,411 +495	+1%	+$45.6K	1.61%	17
2024 Q4	$3.33M	Buy	+35,916	New	+$3.46M	1.79%	17

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 $6.18B AUM 18.43% 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

Vantage Point Financial's MOAT Position: Q1 2026 in Review

Vantage Point Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.4% in Q1 2026, selling an estimated $158K and leaving 26,976 shares worth $2.61M. The position accounts for 0.92% of the portfolio, ranked #25.

Vantage Point Financial first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.33M in Q4 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Vantage Point Financial held 26,976 shares of VanEck Morningstar Wide Moat ETF worth $2.61M as of Q1 2026.
Vantage Point Financial sold 1,526 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $158K.
VanEck Morningstar Wide Moat ETF made up 0.92% of Vantage Point Financial's portfolio in Q1 2026, its #25 holding.
Vantage Point Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Vantage Point Financial's VanEck Morningstar Wide Moat ETF position peaked at $3.33M in Q4 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.