Wealthcare Advisory Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wealthcare Advisory Partners’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	$22.9M	Buy	220,424 +1,040	+0.5%	+$105K	0.43%	45
2026 Q1	$21.2M	Buy	219,384 +5,603	+3%	+$581K	0.41%	46
2025 Q4	$22.1M	Buy	213,781 +2,475	+1%	+$253K	0.43%	44
2025 Q3	$20.9M	Buy	211,306 +6,071	+3%	+$592K	0.44%	45
2025 Q2	$19.2M	Buy	205,235 +14,751	+8%	+$1.29M	0.44%	48
2025 Q1	$16.8M	Buy	190,484 +7,550	+4%	+$695K	0.45%	46
2024 Q4	$17M	Sell	182,934 -10,260	-5%	-$988K	0.47%	40
2024 Q3	$18.7M	Buy	193,194 +7,081	+4%	+$648K	0.53%	36
2024 Q2	$16.1M	Buy	186,113 +3,472	+2%	+$302K	0.5%	40
2024 Q1	$16.4M	Buy	182,641 +21,617	+13%	+$1.85M	0.54%	42
2023 Q4	$13.7M	Buy	161,024 +37,973	+31%	+$2.95M	0.54%	45
2023 Q3	$9.33M	Buy	123,051 +69,805	+131%	+$5.56M	0.43%	53
2023 Q2	$4.25M	Buy	53,246 +2,398	+5%	+$180K	0.19%	97
2023 Q1	$3.75M	Buy	50,848 +657	+1%	+$46.6K	0.16%	105
2022 Q4	$3.26M	Buy	+50,191	New	+$3.26M	0.16%	113
2021 Q2	–	Sell	-27	Closed	-$2K	–	1337
2021 Q1	$2K	Buy	+27	New	+$1.78K	﹤0.01%	1889
2020 Q2	–	Sell	-27	Closed	-$1K	–	963
2020 Q1	$1K	Buy	+27	New	+$1.39K	﹤0.01%	1412

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

Wealthcare Advisory Partners's MOAT Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.47% in Q2 2026, buying an estimated $105K and bringing the position to 220,424 shares worth $22.9M. The position accounts for 0.43% of the portfolio, ranked #45.

Wealthcare Advisory Partners first reported a position in MOAT in Q1 2020 and has held it in 17 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Wealthcare Advisory Partners held 220,424 shares of VanEck Morningstar Wide Moat ETF worth $22.9M as of Q2 2026.
Wealthcare Advisory Partners bought 1,040 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $105K.
VanEck Morningstar Wide Moat ETF made up 0.43% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #45 holding.
Wealthcare Advisory Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 17 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.