XY Planning Network’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

XY Planning Network’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	$2.11M	Sell	20,299 -928	-4%	-$93.8K	0.26%	86
2026 Q1	$2.05M	Sell	21,227 -423	-2%	-$43.8K	0.33%	71
2025 Q4	$2.24M	Sell	21,650 -13,046	-38%	-$1.33M	0.39%	60
2025 Q3	$3.25M	Hold	34,696	–	–	1.11%	25
2025 Q2	$3.25M	Buy	+34,696	New	+$3.04M	1.11%	25

Other funds holding MOAT

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

WMWM

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

XY Planning Network's MOAT Position: Q2 2026 in Review

XY Planning Network reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.4% in Q2 2026, selling an estimated $93.8K and leaving 20,299 shares worth $2.11M. The position accounts for 0.26% of the portfolio, ranked #86.

XY Planning Network first reported a position in MOAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.25M in Q3 2025. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

XY Planning Network held 20,299 shares of VanEck Morningstar Wide Moat ETF worth $2.11M as of Q2 2026.
XY Planning Network sold 928 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $93.8K.
VanEck Morningstar Wide Moat ETF made up 0.26% of XY Planning Network's portfolio in Q2 2026, its #86 holding.
XY Planning Network first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 5 quarters since.
XY Planning Network's VanEck Morningstar Wide Moat ETF position peaked at $3.25M in Q3 2025.
219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.