Victory Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Victory Financial Group’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	$3.39M	Sell	35,033 -9,245	-21%	-$958K	0.42%	42
2025 Q4	$4.59M	Sell	44,278 -48,648	-52%	-$4.97M	0.58%	30
2025 Q3	$9.21M	Sell	92,926 -1,910	-2%	-$186K	1.27%	18
2025 Q2	$8.89M	Buy	94,836 +67,669	+249%	+$5.94M	1.41%	18
2025 Q1	$2.39M	Buy	+27,167	New	+$2.5M	0.46%	40
2024 Q2	$522K	Buy	+6,025	New	+$524K	0.24%	45

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

Victory Financial Group's MOAT Position: Q1 2026 in Review

Victory Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 21% in Q1 2026, selling an estimated $958K and leaving 35,033 shares worth $3.39M. The position accounts for 0.42% of the portfolio, ranked #42.

Victory Financial Group first reported a position in MOAT in Q2 2024 and has held it in 6 quarters since. The position peaked at $9.21M in Q3 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Victory Financial Group held 35,033 shares of VanEck Morningstar Wide Moat ETF worth $3.39M as of Q1 2026.
Victory Financial Group sold 9,245 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $958K.
VanEck Morningstar Wide Moat ETF made up 0.42% of Victory Financial Group's portfolio in Q1 2026, its #42 holding.
Victory Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 6 quarters since.
Victory Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $9.21M in Q3 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.