Boston Family Office’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
$6.49M Buy
67,155
+958
+1% +$99.3K 0.43% 63
2025
Q4
$6.86M Buy
66,197
+8,218
+14% +$839K 0.43% 61
2025
Q3
$5.75M Sell
57,979
-662
-1% -$64.6K 0.37% 67
2025
Q2
$5.5M Sell
58,641
-2,182
-4% -$191K 0.37% 65
2025
Q1
$5.35M Buy
60,823
+12,749
+27% +$1.17M 0.38% 66
2024
Q4
$4.46M Buy
48,074
+6,896
+17% +$664K 0.31% 73
2024
Q3
$3.99M Buy
41,178
+1,129
+3% +$103K 0.27% 78
2024
Q2
$3.47M Buy
40,049
+419
+1% +$36.4K 0.25% 84
2024
Q1
$3.56M Buy
39,630
+5,876
+17% +$504K 0.26% 81
2023
Q4
$2.87M Buy
33,754
+4,666
+16% +$362K 0.22% 90
2023
Q3
$2.21M Buy
29,088
+4,326
+17% +$344K 0.18% 99
2023
Q2
$1.98M Buy
24,762
+1,824
+8% +$137K 0.15% 113
2023
Q1
$1.69M Hold
22,938
0.14% 117
2022
Q4
$1.49M Buy
22,938
+117
+0.5% +$7.59K 0.12% 128
2022
Q3
$1.37M Buy
22,821
+3,756
+20% +$253K 0.12% 123
2022
Q2
$1.22M Buy
19,065
+1,221
+7% +$83.8K 0.1% 134
2022
Q1
$1.33M Sell
17,844
-4,695
-21% -$346K 0.09% 136
2021
Q4
$1.72M Sell
22,539
-3,652
-14% -$277K 0.11% 129
2021
Q3
$1.92M Buy
26,191
+2,865
+12% +$216K 0.14% 117
2021
Q2
$1.73M Buy
23,326
+948
+4% +$69K 0.12% 131
2021
Q1
$1.6M Sell
22,378
-914
-4% -$60.2K 0.12% 132
2020
Q4
$1.44M Sell
23,292
-1,168
-5% -$68.8K 0.11% 136
2020
Q3
$1.33M Sell
24,460
-595
-2% -$32.5K 0.12% 126
2020
Q2
$1.31M Buy
25,055
+983
+4% +$49K 0.13% 125
2020
Q1
$1.05M Buy
24,072
+1,178
+5% +$60.6K 0.12% 127
2019
Q4
$1.25M Buy
22,894
+341
+2% +$18K 0.12% 135
2019
Q3
$1.13M Buy
22,553
+1,093
+5% +$53.6K 0.12% 138
2019
Q2
$1.03M Buy
21,460
+8,795
+69% +$416K 0.11% 142
2019
Q1
$591K Buy
12,665
+6,115
+93% +$276K 0.06% 177
2018
Q4
$270K Sell
6,550
-20
-0.3% -$889 0.03% 227
2018
Q3
$307K Buy
6,570
+555
+9% +$25.3K 0.03% 234
2018
Q2
$262K Sell
6,015
-30
-0.5% -$1.28K 0.03% 236
2018
Q1
$251K Buy
6,045
+1,260
+26% +$54.7K 0.03% 239
2017
Q4
$203K Buy
+4,785
New +$198K 0.02% 255

Other funds holding MOAT

Boston Family Office's MOAT Position: Q1 2026 in Review

Boston Family Office increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.4% in Q1 2026, buying an estimated $99.3K and bringing the position to 67,155 shares worth $6.49M. The position accounts for 0.43% of the portfolio, ranked #63.

Boston Family Office first reported a position in MOAT in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.86M in Q4 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Boston Family Office held 67,155 shares of VanEck Morningstar Wide Moat ETF worth $6.49M as of Q1 2026.
  • Boston Family Office bought 958 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $99.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.43% of Boston Family Office's portfolio in Q1 2026, its #63 holding.
  • Boston Family Office first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and has held it in 34 quarters since.
  • Boston Family Office's VanEck Morningstar Wide Moat ETF position peaked at $6.86M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.