Whipplewood Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Whipplewood Advisors’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	$1.01M	Sell	9,736 -730	-7%	-$73.8K	0.68%	38
2026 Q1	$1.01M	Sell	10,466 -206	-2%	-$21.4K	0.53%	46
2025 Q4	$1.11M	Sell	10,672 -145	-1%	-$14.8K	0.71%	42
2025 Q3	$1.07M	Sell	10,817 -1,391	-11%	-$136K	0.71%	42
2025 Q2	$1.14M	Buy	12,208 +11,813	+2,991%	+$1.04M	0.63%	37
2025 Q1	$1.98M	Sell	395 -22,419	-98%	-$2.06M	1.17%	21
2024 Q4	$2.12M	Buy	+22,814	New	+$2.2M	1.2%	19

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

Whipplewood Advisors's MOAT Position: Q2 2026 in Review

Whipplewood Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7% in Q2 2026, selling an estimated $73.8K and leaving 9,736 shares worth $1.01M. The position accounts for 0.68% of the portfolio, ranked #38.

Whipplewood Advisors first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Whipplewood Advisors held 9,736 shares of VanEck Morningstar Wide Moat ETF worth $1.01M as of Q2 2026.
Whipplewood Advisors sold 730 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $73.8K.
VanEck Morningstar Wide Moat ETF made up 0.68% of Whipplewood Advisors's portfolio in Q2 2026, its #38 holding.
Whipplewood Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.12M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.