Calton & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Calton & Associates’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	$632K	Buy	6,084 +795	+15%	+$80.4K	0.09%	196
2026 Q1	$511K	Sell	5,289 -3,944	-43%	-$409K	0.07%	234
2025 Q4	$956K	Sell	9,233 -240	-3%	-$24.5K	0.14%	138
2025 Q3	$939K	Sell	9,473 -135	-1%	-$13.2K	0.14%	133
2025 Q2	$901K	Sell	9,608 -6,529	-40%	-$573K	0.16%	124
2025 Q1	$1.42M	Buy	16,137 +13,917	+627%	+$1.28M	0.32%	67
2024 Q4	$206K	Sell	2,220 -5,188	-70%	-$500K	0.09%	187
2024 Q3	$718K	Buy	+7,408	New	+$677K	0.27%	85
2024 Q2	–	Sell	-2,274	Closed	-$204K	–	198
2024 Q1	$204K	Buy	+2,274	New	+$195K	0.1%	181
2023 Q4	–	Sell	-6,299	Closed	-$478K	–	265
2023 Q3	$478K	Buy	+6,299	New	+$502K	0.7%	36
2018 Q1	–	Sell	-1,570	Closed	-$71K	–	919
2017 Q4	$71K	Buy	+1,570	New	+$64.8K	0.02%	569

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

Calton & Associates's MOAT Position: Q2 2026 in Review

Calton & Associates increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 15% in Q2 2026, buying an estimated $80.4K and bringing the position to 6,084 shares worth $632K. The position accounts for 0.09% of the portfolio, ranked #196.

Calton & Associates first reported a position in MOAT in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.42M in Q1 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Calton & Associates held 6,084 shares of VanEck Morningstar Wide Moat ETF worth $632K as of Q2 2026.
Calton & Associates bought 795 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $80.4K.
VanEck Morningstar Wide Moat ETF made up 0.09% of Calton & Associates's portfolio in Q2 2026, its #196 holding.
Calton & Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and has held it in 11 quarters since.
Calton & Associates's VanEck Morningstar Wide Moat ETF position peaked at $1.42M in Q1 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.