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Almanack Investment Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Almanack Investment Partners’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 		$293K Buy
3,033
+4
+0.1% +$415 0.05% 135
2025
Q4 		$314K Hold
3,029
– – 0.05% 131
2025
Q3 		$300K Buy
3,029
+200
+7% +$19.5K 0.05% 153
2025
Q2 		$265K Buy
+2,829
New +$248K 0.04% 170
2023
Q4 		– Sell
-131,389
Closed -$9.96M – 173
2023
Q3 		$9.96M Buy
131,389
+109,817
+509% +$8.74M 1.93% 8
2023
Q2 		$1.72M Sell
21,572
-253
-1% -$19K 0.3% 41
2023
Q1 		$1.61M Buy
21,825
+17,146
+366% +$1.22M 0.32% 44
2022
Q4 		$304K Sell
4,679
-6,749
-59% -$438K 0.06% 126
2022
Q3 		$686K Sell
11,428
-7,134
-38% -$480K 0.13% 67
2022
Q2 		$1.18M Sell
18,562
-215,238
-92% -$14.8M 0.12% 123
2022
Q1 		$17.5M Buy
233,800
+13,448
+6% +$991K 1.52% 11
2021
Q4 		$16.8M Buy
220,352
+13,595
+7% +$1.03M 1.36% 11
2021
Q3 		$15.1M Buy
206,757
+193,522
+1,462% +$14.6M 1.33% 13
2021
Q2 		$980K Buy
13,235
+6,296
+91% +$458K 0.09% 140
2021
Q1 		$481K Sell
6,939
-6,449
-48% -$425K 0.05% 246
2020
Q4 		$830K Buy
+13,388
New +$789K 0.09% 134
2020
Q3 		– Sell
-12,596
Closed -$658K – 385
2020
Q2 		$658K Buy
+12,596
New +$627K 0.12% 99

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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 $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Almanack Investment Partners's MOAT Position: Q1 2026 in Review

Almanack Investment Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.13% in Q1 2026, buying an estimated $415 and bringing the position to 3,033 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #135.

Almanack Investment Partners first reported a position in MOAT in Q2 2020 and has held it in 17 quarters since. The position peaked at $17.5M in Q1 2022. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Almanack Investment Partners held 3,033 shares of VanEck Morningstar Wide Moat ETF worth $293K as of Q1 2026.
  • Almanack Investment Partners bought 4 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $415.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Almanack Investment Partners's portfolio in Q1 2026, its #135 holding.
  • Almanack Investment Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 17 quarters since.
  • Almanack Investment Partners's VanEck Morningstar Wide Moat ETF position peaked at $17.5M in Q1 2022.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.