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 Q2	$260K	Hold	2,500	–	–	0.15%	103
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 $1.89T 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

Wilson & Boucher Capital Management's MOAT Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,500 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #103.

Wilson & Boucher Capital Management first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Wilson & Boucher Capital Management held 2,500 shares of VanEck Morningstar Wide Moat ETF worth $260K as of Q2 2026.
Wilson & Boucher Capital Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.15% of Wilson & Boucher Capital Management's portfolio in Q2 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 11 quarters since.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.