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Anson Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Anson Capital’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
Q3 		$483K Hold
4,569
– – 0.31% 55
2026
Q2 		$475K Sell
4,569
-381
-8% -$38.5K 0.31% 60
2026
Q1 		$479K Sell
4,950
-395
-7% -$40.9K 0.33% 57
2025
Q4 		$554K Sell
5,345
-58
-1% -$5.92K 0.4% 52
2025
Q3 		$536K Sell
5,403
-646
-11% -$63K 0.4% 48
2025
Q2 		$567K Buy
6,049
+447
+8% +$39.2K 0.46% 45
2025
Q1 		$493K Sell
5,602
-31,756
-85% -$2.92M 0.42% 46
2024
Q4 		$3.46M Sell
37,358
-2,175
-6% -$210K 3.02% 10
2024
Q3 		$3.83M Sell
39,533
-2,941
-7% -$269K 3.42% 10
2024
Q2 		$3.68M Sell
42,474
-554
-1% -$48.1K 3.63% 11
2024
Q1 		$3.87M Buy
43,028
+1,884
+5% +$162K 5.56% 4
2023
Q4 		$3.49M Buy
41,144
+3,789
+10% +$294K 5.76% 4
2023
Q3 		$2.83M Buy
37,355
+813
+2% +$64.7K 5.38% 5
2023
Q2 		$2.92M Sell
36,542
-6,839
-16% -$515K 5.41% 5
2023
Q1 		$3.2M Sell
43,381
-9,593
-18% -$681K 5.19% 5
2022
Q4 		$3.44M Buy
52,974
+9,444
+22% +$613K 4.54% 7
2022
Q3 		$2.61M Sell
43,530
-3,464
-7% -$233K 3.51% 12
2022
Q2 		$3M Sell
46,994
-1,964
-4% -$135K 3.17% 11
2022
Q1 		$3.66M Sell
48,958
-7,819
-14% -$576K 3.46% 10
2021
Q4 		$4.16M Buy
+56,777
New +$4.3M 4.1% 10

Other funds holding MOAT

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Anson Capital's MOAT Position: Q3 2026 in Review

Anson Capital held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 4,569 shares worth $483K. The position accounts for 0.31% of the portfolio, ranked #55.

Anson Capital first reported a position in MOAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.16M in Q4 2021. 206 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Anson Capital held 4,569 shares of VanEck Morningstar Wide Moat ETF worth $483K as of Q3 2026.
  • Anson Capital left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.31% of Anson Capital's portfolio in Q3 2026, its #55 holding.
  • Anson Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 20 quarters since.
  • Anson Capital's VanEck Morningstar Wide Moat ETF position peaked at $4.16M in Q4 2021.
  • 206 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.