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

Wolff Financial 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	$211K	Buy	+2,029	New	+$205K	0.04%	103
2026 Q1	–	Sell	-2,029	Closed	-$210K	–	104
2025 Q4	$210K	Hold	2,029	–	–	0.05%	101
2025 Q3	$201K	Sell	2,029 -889	-30%	-$86.7K	0.05%	101
2025 Q2	$274K	Hold	2,918	–	–	0.07%	85
2025 Q1	$257K	Hold	2,918	–	–	0.07%	85
2024 Q4	$271K	Buy	2,918 +12	+0.4%	+$1.16K	0.08%	84
2024 Q3	$282K	Sell	2,906 -1,807	-38%	-$165K	0.08%	85
2024 Q2	$408K	Hold	4,713	–	–	0.3%	36
2024 Q1	$424K	Sell	4,713 -215	-4%	-$18.4K	0.12%	76
2023 Q4	$418K	Buy	4,928 +932	+23%	+$72.4K	0.13%	75
2023 Q3	$303K	Hold	3,996	–	–	0.1%	78
2023 Q2	$319K	Hold	3,996	–	–	0.28%	33
2023 Q1	$295K	Hold	3,996	–	–	0.1%	83
2022 Q4	$259K	Buy	3,996 +14	+0.4%	+$908	0.1%	87
2022 Q3	$238K	Hold	3,982	–	–	0.11%	90
2022 Q2	$254K	Hold	3,982	–	–	0.11%	87
2022 Q1	$297K	Hold	3,982	–	–	0.12%	89
2021 Q4	$303K	Buy	3,982 +11	+0.3%	+$834	0.11%	91
2021 Q3	$291K	Buy	+3,971	New	+$299K	0.25%	35
2021 Q1	$214K	Buy	+3,087	New	+$203K	0.1%	93

Other funds holding MOAT

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Wolff Financial Management's MOAT Position: Q2 2026 in Review

Wolff Financial Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 2,029 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #103 among its holdings. This is a return to the name: Wolff Financial Management previously reported a position in MOAT as recently as Q4 2025.

Wolff Financial Management first reported a position in MOAT in Q1 2021 and has held it in 20 quarters since. The position peaked at $424K in Q1 2024. 155 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Wolff Financial Management held 2,029 shares of VanEck Morningstar Wide Moat ETF worth $211K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Wolff Financial Management position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.04% of Wolff Financial Management's portfolio in Q2 2026, its #103 holding.
Wolff Financial Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 20 quarters since.
Wolff Financial Management's VanEck Morningstar Wide Moat ETF position peaked at $424K in Q1 2024.
155 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.