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

WealthPLAN 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 		$2.14M Sell
20,550
-11,624
-36% -$1.18M 0.41% 61
2026
Q1 		$3.11M Sell
32,174
-9,854
-23% -$1.02M 0.6% 39
2025
Q4 		$4.35M Sell
42,028
-2,351
-5% -$240K 0.65% 40
2025
Q3 		$4.4M Buy
44,379
+874
+2% +$85.3K 0.66% 37
2025
Q2 		$4.08M Sell
43,505
-120,776
-74% -$10.6M 0.66% 37
2025
Q1 		$14.5M Buy
164,281
+1,138
+0.7% +$105K 2.04% 9
2024
Q4 		$15.1M Sell
163,143
-6,144
-4% -$592K 2.15% 9
2024
Q3 		$16.4M Sell
169,287
-2,213
-1% -$202K 2.2% 6
2024
Q2 		$14.9M Sell
171,500
-1,513
-0.9% -$131K 1.59% 14
2024
Q1 		$15.6M Sell
173,013
-7,076
-4% -$607K 1.61% 9
2023
Q4 		$15.3M Buy
180,089
+5,743
+3% +$446K 1.57% 8
2023
Q3 		$13.2M Buy
174,346
+34,706
+25% +$2.76M 1.54% 10
2023
Q2 		$11.1M Sell
139,640
-29,734
-18% -$2.24M 1.58% 11
2023
Q1 		$12.5M Sell
169,374
-86,425
-34% -$6.13M 1.42% 11
2022
Q4 		$18.9M Buy
+255,799
New +$16.6M 1.32% 18
2022
Q1 		$22.5M Sell
326,330
-32,664
-9% -$2.41M 1.56% 8
2021
Q4 		$26.7M Sell
358,994
-5,373
-1% -$407K 1.76% 9
2021
Q3 		$27.5M Sell
364,367
-54,318
-13% -$4.09M 1.83% 8
2021
Q2 		$31.8M Sell
418,685
-2,541
-0.6% -$185K 2.24% 6
2021
Q1 		$30.4M Buy
421,226
+20,573
+5% +$1.36M 2.36% 7
2020
Q4 		$25.8M Buy
400,653
+80,482
+25% +$4.74M 2.2% 8
2020
Q3 		$18.5M Buy
+320,171
New +$17.5M 1.8% 11

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

WealthPLAN Partners's MOAT Position: Q2 2026 in Review

WealthPLAN Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 36% in Q2 2026, selling an estimated $1.18M and leaving 20,550 shares worth $2.14M. The position accounts for 0.41% of the portfolio, ranked #61.

WealthPLAN Partners first reported a position in MOAT in Q3 2020 and has held it in 22 quarters since. The position peaked at $31.8M in Q2 2021. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • WealthPLAN Partners held 20,550 shares of VanEck Morningstar Wide Moat ETF worth $2.14M as of Q2 2026.
  • WealthPLAN Partners sold 11,624 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.18M.
  • VanEck Morningstar Wide Moat ETF made up 0.41% of WealthPLAN Partners's portfolio in Q2 2026, its #61 holding.
  • WealthPLAN Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 22 quarters since.
  • WealthPLAN Partners's VanEck Morningstar Wide Moat ETF position peaked at $31.8M in Q2 2021.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.