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YHB Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

YHB Investment Advisors’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 		$2.54M Sell
24,434
-5,750
-19% -$581K 0.16% 115
2026
Q1 		$2.92M Sell
30,184
-2,199
-7% -$228K 0.21% 99
2025
Q4 		$3.35M Sell
32,383
-12,478
-28% -$1.27M 0.23% 95
2025
Q3 		$4.45M Sell
44,861
-2,186
-5% -$213K 0.33% 78
2025
Q2 		$4.41M Sell
47,047
-6,238
-12% -$547K 0.34% 77
2025
Q1 		$4.69M Buy
53,285
+1,637
+3% +$151K 0.39% 71
2024
Q4 		$4.79M Sell
51,648
-6,276
-11% -$605K 0.39% 64
2024
Q3 		$5.62M Sell
57,924
-23,921
-29% -$2.19M 0.47% 51
2024
Q2 		$7.09M Sell
81,845
-17,847
-18% -$1.55M 0.61% 42
2024
Q1 		$8.96M Buy
99,692
+13,449
+16% +$1.15M 0.79% 34
2023
Q4 		$7.32M Buy
86,243
+15,424
+22% +$1.2M 0.71% 39
2023
Q3 		$5.37M Buy
70,819
+27,818
+65% +$2.22M 0.5% 58
2023
Q2 		$3.43M Buy
43,001
+25,188
+141% +$1.9M 0.32% 84
2023
Q1 		$1.32M Buy
17,813
+3,651
+26% +$259K 0.13% 134
2022
Q4 		$919K Buy
14,162
+1,967
+16% +$128K 0.1% 147
2022
Q3 		$732K Buy
12,195
+4,594
+60% +$309K 0.08% 162
2022
Q2 		$484K Buy
+7,601
New +$522K 0.05% 188

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
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
PS
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

YHB Investment Advisors's MOAT Position: Q2 2026 in Review

YHB Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 19% in Q2 2026, selling an estimated $581K and leaving 24,434 shares worth $2.54M. The position accounts for 0.16% of the portfolio, ranked #115.

YHB Investment Advisors first reported a position in MOAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.96M in Q1 2024. 268 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • YHB Investment Advisors held 24,434 shares of VanEck Morningstar Wide Moat ETF worth $2.54M as of Q2 2026.
  • YHB Investment Advisors sold 5,750 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $581K.
  • VanEck Morningstar Wide Moat ETF made up 0.16% of YHB Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • YHB Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 17 quarters since.
  • YHB Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $8.96M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.