Vertex Planning Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Vertex Planning Partners’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
2024 Q4	–	Sell	-3,064	Closed	-$297K	–	183
2024 Q3	$297K	Sell	3,064 -142	-4%	-$13K	0.07%	132
2024 Q2	$278K	Hold	3,206	–	–	0.07%	130
2024 Q1	$288K	Hold	3,206	–	–	0.08%	128
2023 Q4	$272K	Sell	3,206 -37	-1%	-$2.87K	0.08%	126
2023 Q3	$246K	Hold	3,243	–	–	0.08%	117
2023 Q2	$259K	Buy	+3,243	New	+$244K	0.09%	118

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Vertex Planning Partners's MOAT Position: Q4 2024 in Review

Vertex Planning Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 3,064 shares — an estimated $297K sold.

Vertex Planning Partners first reported a position in MOAT in Q2 2023 and held it in 6 quarters. The position peaked at $297K in Q3 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Vertex Planning Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Vertex Planning Partners sold 3,064 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $297K.
Vertex Planning Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 6 quarters.
Vertex Planning Partners's VanEck Morningstar Wide Moat ETF position peaked at $297K in Q3 2024.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Vertex Planning Partners's 13F filing for Q4 2024, filed 12 Feb 2025.