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

Visionary Wealth 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
Q1 		$19.9M Sell
205,555
-6,341
-3% -$657K 0.88% 23
2025
Q4 		$21.9M Sell
211,896
-15,357
-7% -$1.57M 0.99% 17
2025
Q3 		$22.5M Sell
227,253
-16,358
-7% -$1.6M 1.05% 16
2025
Q2 		$22.8M Sell
243,611
-33,517
-12% -$2.94M 1.17% 14
2025
Q1 		$24.4M Buy
277,128
+17,898
+7% +$1.65M 1.46% 8
2024
Q4 		$24M Sell
259,230
-4,579
-2% -$441K 1.41% 9
2024
Q3 		$25.6M Sell
263,809
-18,375
-7% -$1.68M 1.56% 8
2024
Q2 		$24.4M Sell
282,184
-6,651
-2% -$578K 1.6% 8
2024
Q1 		$26M Buy
288,835
+16,966
+6% +$1.46M 1.75% 7
2023
Q4 		$23.1M Sell
271,869
-6,437
-2% -$500K 1.7% 8
2023
Q3 		$21.1M Buy
278,306
+39,590
+17% +$3.15M 1.71% 9
2023
Q2 		$19M Buy
238,716
+74,597
+45% +$5.61M 1.52% 11
2023
Q1 		$12.1M Sell
164,119
-1,557
-0.9% -$111K 1.03% 19
2022
Q4 		$10.8M Sell
165,676
-18
-0% -$1.17K 0.99% 23
2022
Q3 		$9.94M Buy
165,694
+6,826
+4% +$459K 1.03% 23
2022
Q2 		$10.1M Sell
158,868
-3,232
-2% -$222K 0.91% 25
2022
Q1 		$12.1M Buy
162,100
+5,433
+3% +$400K 0.97% 25
2021
Q4 		$11.9M Buy
156,667
+7,357
+5% +$558K 0.98% 26
2021
Q3 		$10.9M Buy
149,310
+27,599
+23% +$2.08M 1.13% 25
2021
Q2 		$9.01M Sell
121,711
-263
-0.2% -$19.1K 0.91% 30
2021
Q1 		$8.45M Sell
121,974
-11,024
-8% -$726K 0.89% 27
2020
Q4 		$8.25M Buy
132,998
+5,980
+5% +$352K 0.92% 28
2020
Q3 		$6.93M Buy
+127,018
New +$6.94M 0.98% 28

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Visionary Wealth Advisors's MOAT Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3% in Q1 2026, selling an estimated $657K and leaving 205,555 shares worth $19.9M. The position accounts for 0.88% of the portfolio, ranked #23.

Visionary Wealth Advisors first reported a position in MOAT in Q3 2020 and has held it in 23 quarters since. The position peaked at $26M in Q1 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Visionary Wealth Advisors held 205,555 shares of VanEck Morningstar Wide Moat ETF worth $19.9M as of Q1 2026.
  • Visionary Wealth Advisors sold 6,341 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $657K.
  • VanEck Morningstar Wide Moat ETF made up 0.88% of Visionary Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Visionary Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 23 quarters since.
  • Visionary Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $26M in Q1 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.