Anchor Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $768K | Sell |
7,944
-425
| -5% | -$44.1K | 0.06% | 217 |
|
|
2025
Q4 | $867K | Buy |
8,369
+41
| +0.5% | +$4.19K | 0.07% | 211 |
|
|
2025
Q3 | $825K | Sell |
8,328
-310
| -4% | -$30.2K | 0.07% | 216 |
|
|
2025
Q2 | $810K | Sell |
8,638
-255
| -3% | -$22.4K | 0.07% | 207 |
|
|
2025
Q1 | $783K | Sell |
8,893
-390
| -4% | -$35.9K | 0.07% | 207 |
|
|
2024
Q4 | $861K | Buy |
9,283
+33
| +0.4% | +$3.18K | 0.08% | 198 |
|
|
2024
Q3 | $897K | Sell |
9,250
-200
| -2% | -$18.3K | 0.08% | 197 |
|
|
2024
Q2 | $818K | Sell |
9,450
-1,545
| -14% | -$134K | 0.08% | 191 |
|
|
2024
Q1 | $988K | Buy |
10,995
+40
| +0.4% | +$3.43K | 0.1% | 181 |
|
|
2023
Q4 | $930K | Sell |
10,955
-530
| -5% | -$41.2K | 0.11% | 176 |
|
|
2023
Q3 | $871K | Buy |
11,485
+2,066
| +22% | +$165K | 0.11% | 173 |
|
|
2023
Q2 | $752K | Sell |
9,419
-4,050
| -30% | -$305K | 0.1% | 181 |
|
|
2023
Q1 | $994K | Sell |
13,469
-23
| -0.2% | -$1.63K | 0.14% | 161 |
|
|
2022
Q4 | $876K | Sell |
13,492
-150
| -1% | -$9.73K | 0.13% | 167 |
|
|
2022
Q3 | $818K | Buy |
13,642
+50
| +0.4% | +$3.36K | 0.13% | 165 |
|
|
2022
Q2 | $866K | Buy |
13,592
+29
| +0.2% | +$1.99K | 0.13% | 164 |
|
|
2022
Q1 | $1.01M | Buy |
13,563
+60
| +0.4% | +$4.42K | 0.13% | 164 |
|
|
2021
Q4 | $1.03M | Sell |
13,503
-1,420
| -10% | -$108K | 0.13% | 169 |
|
|
2021
Q3 | $1.09M | Buy |
14,923
+1,026
| +7% | +$77.2K | 0.15% | 147 |
|
|
2021
Q2 | $1.03M | Buy |
13,897
+2,974
| +27% | +$217K | 0.14% | 157 |
|
|
2021
Q1 | $757K | Buy |
10,923
+9,765
| +843% | +$643K | 0.12% | 180 |
|
|
2020
Q4 | $71.8K | Sell |
1,158
-400
| -26% | -$23.6K | 0.01% | 420 |
|
|
2020
Q3 | $85.1K | Hold |
1,558
| – | – | 0.02% | 379 |
|
|
2020
Q2 | $81.4K | Sell |
1,558
-25
| -2% | -$1.25K | 0.02% | 375 |
|
|
2020
Q1 | $69.2K | Buy |
1,583
+460
| +41% | +$23.6K | 0.02% | 378 |
|
|
2019
Q4 | $61.5K | Hold |
1,123
| – | – | 0.01% | 435 |
|
|
2019
Q3 | $56.3K | Hold |
1,123
| – | – | 0.01% | 438 |
|
|
2019
Q2 | $53.9K | Hold |
1,123
| – | – | 0.01% | 440 |
|
|
2019
Q1 | $52.4K | Hold |
1,123
| – | – | 0.01% | 433 |
|
|
2018
Q4 | $46.2K | Buy |
1,123
+118
| +12% | +$5.25K | 0.01% | 444 |
|
|
2018
Q3 | $47K | Buy |
1,005
+160
| +19% | +$7.3K | 0.01% | 480 |
|
|
2018
Q2 | $36.8K | Buy |
845
+795
| +1,590% | +$33.9K | 0.01% | 524 |
|
|
2018
Q1 | $2.07K | Hold |
50
| – | – | ﹤0.01% | 760 |
|
|
2017
Q4 | $2.12K | Hold |
50
| – | – | ﹤0.01% | 759 |
|
|
2017
Q3 | $2.02K | Hold |
50
| – | – | ﹤0.01% | 737 |
|
|
2017
Q2 | $1.98K | Buy |
+50
| New | +$1.92K | ﹤0.01% | 675 |
|
Other funds holding MOAT
MFIM
BFA
Anchor Investment Management's MOAT Position: Q1 2026 in Review
Anchor Investment Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.1% in Q1 2026, selling an estimated $44.1K and leaving 7,944 shares worth $768K. The position accounts for 0.06% of the portfolio, ranked #217.
Anchor Investment Management first reported a position in MOAT in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.09M in Q3 2021. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.
- Anchor Investment Management held 7,944 shares of VanEck Morningstar Wide Moat ETF worth $768K as of Q1 2026.
- Anchor Investment Management sold 425 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $44.1K.
- VanEck Morningstar Wide Moat ETF made up 0.06% of Anchor Investment Management's portfolio in Q1 2026, its #217 holding.
- Anchor Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2017 and has held it in 36 quarters since.
- Anchor Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $1.09M in Q3 2021.
- 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.