Capasso Planning Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Capasso Planning Partners’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
2025 Q4	–	Sell	-2,178	Closed	-$216K	–	81
2025 Q3	$216K	Sell	2,178 -548	-20%	-$53.5K	0.13%	68
2025 Q2	$256K	Sell	2,726 -2,122	-44%	-$186K	0.14%	72
2025 Q1	$427K	Sell	4,848 -2,228	-31%	-$205K	0.18%	73
2024 Q4	$656K	Sell	7,076 -2,798	-28%	-$270K	0.26%	58
2024 Q3	$957K	Sell	9,874 -2,190	-18%	-$200K	0.28%	62
2024 Q2	$1.04M	Buy	+12,064	New	+$1.05M	0.34%	60

Other funds holding MOAT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

MFIM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capasso Planning Partners's MOAT Position: Q4 2025 in Review

Capasso Planning Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 2,178 shares — an estimated $216K sold.

Capasso Planning Partners first reported a position in MOAT in Q2 2024 and held it in 6 quarters. The position peaked at $1.04M in Q2 2024. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Capasso Planning Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Capasso Planning Partners sold 2,178 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $216K.
Capasso Planning Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 6 quarters.
Capasso Planning Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.04M in Q2 2024.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Capasso Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.