Wilson & Boucher Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wilson & Boucher Capital Management’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 Q1	$242K	Hold	2,500	–	–	0.16%	103
2025 Q4	$259K	Hold	2,500	–	–	0.17%	101
2025 Q3	$248K	Hold	2,500	–	–	0.16%	105
2025 Q2	$234K	Hold	2,500	–	–	0.16%	104
2025 Q1	$220K	Hold	2,500	–	–	0.16%	103
2024 Q4	$232K	Hold	2,500	–	–	0.16%	103
2024 Q3	$242K	Hold	2,500	–	–	0.17%	103
2024 Q2	$217K	Hold	2,500	–	–	0.17%	105
2024 Q1	$225K	Hold	2,500	–	–	0.18%	104
2023 Q4	$212K	Buy	+2,500	New	+$194K	0.18%	102

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wilson & Boucher Capital Management's MOAT Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 2,500 shares worth $242K. The position accounts for 0.16% of the portfolio, ranked #103.

Wilson & Boucher Capital Management first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $259K in Q4 2025. 721 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Wilson & Boucher Capital Management held 2,500 shares of VanEck Morningstar Wide Moat ETF worth $242K as of Q1 2026.
Wilson & Boucher Capital Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.16% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #103 holding.
Wilson & Boucher Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Wilson & Boucher Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $259K in Q4 2025.
721 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.