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Walled Lake Planning & Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Walled Lake Planning & Wealth Management’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 		$825K Buy
7,934
+364
+5% +$36.8K 0.21% 55
2026
Q1 		$732K Sell
7,570
-584
-7% -$60.5K 0.22% 54
2025
Q4 		$844K Sell
8,154
-229
-3% -$23.4K 0.27% 50
2025
Q3 		$831K Buy
8,383
+194
+2% +$18.9K 0.27% 47
2025
Q2 		$768K Sell
8,189
-1,448
-15% -$127K 0.25% 48
2025
Q1 		$848K Buy
9,637
+201
+2% +$18.5K 0.3% 47
2024
Q4 		$875K Buy
9,436
+888
+10% +$85.5K 0.33% 46
2024
Q3 		$829K Buy
8,548
+290
+4% +$26.5K 0.31% 45
2024
Q2 		$715K Buy
8,258
+1,111
+16% +$96.5K 0.29% 44
2024
Q1 		$642K Buy
7,147
+1,397
+24% +$120K 0.26% 44
2023
Q4 		$488K Buy
5,750
+22
+0.4% +$1.71K 0.23% 48
2023
Q3 		$434K Buy
5,728
+91
+2% +$7.25K 0.22% 47
2023
Q2 		$450K Sell
5,637
-162
-3% -$12.2K 0.22% 47
2023
Q1 		$428K Buy
5,799
+608
+12% +$43.2K 0.22% 50
2022
Q4 		$337K Buy
5,191
+402
+8% +$26.1K 0.23% 39
2022
Q3 		$287K Buy
4,789
+500
+12% +$33.6K 0.2% 55
2022
Q2 		$273K Buy
4,289
+571
+15% +$39.2K 0.19% 56
2022
Q1 		$278K Sell
3,718
-2,156
-37% -$159K 0.17% 67
2021
Q4 		$447K Buy
5,874
+3,969
+208% +$301K 0.26% 50
2021
Q3 		$140K Buy
1,905
+440
+30% +$33.1K 0.09% 95
2021
Q2 		$108K Buy
1,465
+178
+14% +$13K 0.07% 108
2021
Q1 		$89K Buy
1,287
+208
+19% +$13.7K 0.06% 118
2020
Q4 		$67K Buy
1,079
+297
+38% +$17.5K 0.05% 122
2020
Q3 		$43K Buy
782
+231
+42% +$12.6K 0.03% 132
2020
Q2 		$29K Buy
+551
New +$27.4K 0.02% 135

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MOAT Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.8% in Q2 2026, buying an estimated $36.8K and bringing the position to 7,934 shares worth $825K. The position accounts for 0.21% of the portfolio, ranked #55.

Walled Lake Planning & Wealth Management first reported a position in MOAT in Q2 2020 and has held it in 25 quarters since. The position peaked at $875K in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 7,934 shares of VanEck Morningstar Wide Moat ETF worth $825K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 364 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $36.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.21% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Walled Lake Planning & Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 25 quarters since.
  • Walled Lake Planning & Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $875K in Q4 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.