VestGen Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

VestGen Advisors’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	$6.52M	Sell	62,675 -33,689	-35%	-$3.41M	0.19%	112
2026 Q1	$9.63M	Buy	96,364 +64,437	+202%	+$6.68M	0.26%	79
2025 Q4	$3.31M	Sell	31,927 -32,003	-50%	-$3.27M	0.14%	152
2025 Q3	$6.34M	Sell	63,930 -145	-0.2%	-$14.1K	0.21%	109
2025 Q2	$6.03M	Sell	64,075 -1,915	-3%	-$168K	0.24%	96
2025 Q1	$5.81M	Buy	+65,990	New	+$6.07M	0.26%	83

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

VestGen Advisors's MOAT Position: Q2 2026 in Review

VestGen Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 35% in Q2 2026, selling an estimated $3.41M and leaving 62,675 shares worth $6.52M. The position accounts for 0.19% of the portfolio, ranked #112.

VestGen Advisors first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.63M in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

VestGen Advisors held 62,675 shares of VanEck Morningstar Wide Moat ETF worth $6.52M as of Q2 2026.
VestGen Advisors sold 33,689 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.41M.
VanEck Morningstar Wide Moat ETF made up 0.19% of VestGen Advisors's portfolio in Q2 2026, its #112 holding.
VestGen Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's VanEck Morningstar Wide Moat ETF position peaked at $9.63M in Q1 2026.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.