Wealthfront Advisers
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Wealthfront Advisers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wealthfront Advisers’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 		$2.47M Buy
23,741
+1,200
+5% +$121K ﹤0.01% 573
2026
Q1 		$2.18M Buy
22,541
+482
+2% +$50K ﹤0.01% 589
2025
Q4 		$2.28M Sell
22,059
-18
-0.1% -$1.84K 0.01% 571
2025
Q3 		$2.19M Sell
22,077
-4,768
-18% -$465K 0.01% 570
2025
Q2 		$2.52M Sell
26,845
-1,355
-5% -$119K 0.01% 518
2025
Q1 		$2.48M Sell
28,200
-432
-2% -$39.8K 0.01% 485
2024
Q4 		$2.65M Buy
28,632
+4,390
+18% +$423K 0.01% 460
2024
Q3 		$2.35M Buy
24,242
+1,754
+8% +$160K 0.01% 464
2024
Q2 		$1.95M Buy
22,488
+409
+2% +$35.5K 0.01% 488
2024
Q1 		$1.98M Buy
22,079
+805
+4% +$69.1K 0.01% 486
2023
Q4 		$1.81M Buy
21,274
+1,819
+9% +$141K 0.01% 480
2023
Q3 		$1.48M Buy
19,455
+3,744
+24% +$298K 0.01% 484
2023
Q2 		$1.25M Buy
15,711
+2,509
+19% +$189K 0.01% 515
2023
Q1 		$975K Buy
13,202
+2,250
+21% +$160K ﹤0.01% 535
2022
Q4 		$711K Buy
10,952
+2,427
+28% +$157K ﹤0.01% 569
2022
Q3 		$511K Buy
8,525
+1,749
+26% +$118K ﹤0.01% 590
2022
Q2 		$432K Buy
6,776
+1,083
+19% +$74.3K ﹤0.01% 615
2022
Q1 		$425K Buy
5,693
+2,964
+109% +$218K ﹤0.01% 659
2021
Q4 		$208K Buy
+2,729
New +$207K ﹤0.01% 750

Other funds holding MOAT

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Wealthfront Advisers's MOAT Position: Q2 2026 in Review

Wealthfront Advisers increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.3% in Q2 2026, buying an estimated $121K and bringing the position to 23,741 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Wealthfront Advisers first reported a position in MOAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q4 2024. 582 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Wealthfront Advisers held 23,741 shares of VanEck Morningstar Wide Moat ETF worth $2.47M as of Q2 2026.
  • Wealthfront Advisers bought 1,200 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $121K.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #573 holding.
  • Wealthfront Advisers first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealthfront Advisers's VanEck Morningstar Wide Moat ETF position peaked at $2.65M in Q4 2024.
  • 582 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.