Virtus Wealth Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Virtus Wealth Solutions’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	–	Sell	-248,065	Closed	-$24M	–	63
2026 Q1	$24M	Sell	248,065 -4,467	-2%	-$463K	4.57%	6
2025 Q4	$26.2M	Sell	252,532 -9,768	-4%	-$998K	4.96%	6
2025 Q3	$26M	Sell	262,300 -5,576	-2%	-$544K	5%	6
2025 Q2	$25.1M	Sell	267,876 -383	-0.1%	-$33.6K	5.18%	5
2025 Q1	$23.6M	Sell	268,259 -4,193	-2%	-$386K	7.16%	5
2024 Q4	$25.3M	Buy	+272,452	New	+$26.2M	5.95%	5

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

Virtus Wealth Solutions's MOAT Position: Q2 2026 in Review

Virtus Wealth Solutions sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 248,065 shares — an estimated $24M sold.

Virtus Wealth Solutions first reported a position in MOAT in Q4 2024 and held it in 6 quarters. The position peaked at $26.2M in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Virtus Wealth Solutions reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Virtus Wealth Solutions sold 248,065 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $24M.
Virtus Wealth Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 6 quarters.
Virtus Wealth Solutions's VanEck Morningstar Wide Moat ETF position peaked at $26.2M in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.