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Whelan Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Whelan Financial’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 		$465K Hold
4,474
– – 0.13% 61
2026
Q1 		$433K Hold
4,474
– – 0.13% 60
2025
Q4 		$463K Buy
4,474
+1,712
+62% +$175K 0.14% 51
2025
Q3 		$274K Buy
+2,762
New +$269K 0.09% 71

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Whelan Financial's MOAT Position: Q2 2026 in Review

Whelan Financial held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 4,474 shares worth $465K. The position accounts for 0.13% of the portfolio, ranked #61.

Whelan Financial first reported a position in MOAT in Q3 2025 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Whelan Financial held 4,474 shares of VanEck Morningstar Wide Moat ETF worth $465K as of Q2 2026.
  • Whelan Financial left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.13% of Whelan Financial's portfolio in Q2 2026, its #61 holding.
  • Whelan Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2025 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.