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

Basso Capital Management’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	–	Sell	-829	Closed	-$80.2K	–	177
2026 Q1	$80.2K	Buy	829 +559	+207%	+$57.9K	0.05%	86
2025 Q4	$28K	Hold	270	–	–	0.02%	98
2025 Q3	$26.8K	Hold	270	–	–	0.02%	72
2025 Q2	$25.3K	Hold	270	–	–	0.02%	69
2025 Q1	$23.8K	Hold	270	–	–	0.02%	68
2024 Q4	$25K	Hold	270	–	–	0.02%	70
2024 Q3	$26.2K	Hold	270	–	–	0.02%	69
2024 Q2	$23.4K	Hold	270	–	–	0.02%	72
2024 Q1	$24.3K	Hold	270	–	–	0.02%	68
2023 Q4	$22.9K	Hold	270	–	–	0.02%	71
2023 Q3	$20.5K	Hold	270	–	–	0.02%	72
2023 Q2	$21.5K	Buy	+270	New	+$20.3K	0.02%	74

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Basso Capital Management's MOAT Position: Q2 2026 in Review

Basso Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 829 shares — an estimated $80.2K sold.

Basso Capital Management first reported a position in MOAT in Q2 2023 and held it in 12 quarters. The position peaked at $80.2K in Q1 2026. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Basso Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Basso Capital Management sold 829 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $80.2K.
Basso Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 12 quarters.
Basso Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $80.2K in Q1 2026.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.