Whitaker-Myers Wealth Managers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Whitaker-Myers Wealth Managers’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	$44.8M	Buy	430,701 +25,230	+6%	+$2.55M	7.48%	1
2026 Q1	$39.2M	Buy	405,471 +9,817	+2%	+$1.02M	7.82%	1
2025 Q4	$41M	Sell	395,654 -15,756	-4%	-$1.61M	8.55%	1
2025 Q3	$40.8M	Sell	411,410 -247,136	-38%	-$24.1M	8.89%	1
2025 Q2	$61.8M	Buy	658,546 +39,723	+6%	+$3.48M	15.56%	1
2025 Q1	$54.5M	Buy	618,823 +61,087	+11%	+$5.62M	15.27%	1
2024 Q4	$51.7M	Buy	557,736 +34,389	+7%	+$3.31M	15.08%	1
2024 Q3	$50.7M	Buy	523,347 +11,494	+2%	+$1.05M	16.87%	1
2024 Q2	$44.3M	Buy	511,853 +24,415	+5%	+$2.12M	16.37%	1
2024 Q1	$43.8M	Buy	487,438 +22,478	+5%	+$1.93M	18.49%	1
2023 Q4	$39.5M	Buy	464,960 +40,337	+9%	+$3.13M	19.65%	1
2023 Q3	$32.2M	Buy	424,623 +48,796	+13%	+$3.89M	19.99%	1
2023 Q2	$30M	Buy	375,827 +35,503	+10%	+$2.67M	20.09%	1
2023 Q1	$25.1M	Buy	340,324 +58,317	+21%	+$4.14M	19.45%	1
2022 Q4	$18.3M	Buy	+282,007	New	+$18.3M	17.55%	1

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

Whitaker-Myers Wealth Managers's MOAT Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.2% in Q2 2026, buying an estimated $2.55M and bringing the position to 430,701 shares worth $44.8M. The position accounts for 7.48% of the portfolio, ranked #1.

Whitaker-Myers Wealth Managers first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $61.8M in Q2 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Whitaker-Myers Wealth Managers held 430,701 shares of VanEck Morningstar Wide Moat ETF worth $44.8M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 25,230 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $2.55M.
VanEck Morningstar Wide Moat ETF made up 7.48% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #1 holding.
Whitaker-Myers Wealth Managers first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
Whitaker-Myers Wealth Managers's VanEck Morningstar Wide Moat ETF position peaked at $61.8M in Q2 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.