WealthBridge Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

WealthBridge Capital 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 Q1	$398K	Sell	4,114 -400	-9%	-$41.5K	0.09%	147
2025 Q4	$467K	Buy	4,514 +19	+0.4%	+$1.94K	0.11%	130
2025 Q3	$446K	Buy	4,495 +169	+4%	+$16.5K	0.1%	136
2025 Q2	$406K	Sell	4,326 -3,380	-44%	-$297K	0.1%	136
2025 Q1	$678K	Buy	7,706 +385	+5%	+$35.4K	0.19%	93
2024 Q4	$679K	Sell	7,321 -46	-0.6%	-$4.43K	0.19%	90
2024 Q3	$714K	Sell	7,367 -1,741	-19%	-$159K	0.2%	89
2024 Q2	$789K	Buy	9,108 +1,038	+13%	+$90.2K	0.26%	72
2024 Q1	$726K	Buy	8,070 +2,200	+37%	+$189K	0.24%	74
2023 Q4	$498K	Buy	5,870 +757	+15%	+$58.8K	0.19%	89
2023 Q3	$388K	Buy	5,113 +626	+14%	+$49.8K	0.16%	102
2023 Q2	$358K	Buy	+4,487	New	+$338K	0.14%	112

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

WealthBridge Capital Management's MOAT Position: Q1 2026 in Review

WealthBridge Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.9% in Q1 2026, selling an estimated $41.5K and leaving 4,114 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #147.

WealthBridge Capital Management first reported a position in MOAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $789K in Q2 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

WealthBridge Capital Management held 4,114 shares of VanEck Morningstar Wide Moat ETF worth $398K as of Q1 2026.
WealthBridge Capital Management sold 400 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $41.5K.
VanEck Morningstar Wide Moat ETF made up 0.09% of WealthBridge Capital Management's portfolio in Q1 2026, its #147 holding.
WealthBridge Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 12 quarters since.
WealthBridge Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $789K in Q2 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.