Cape Investment Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cape Investment Advisory’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	$64.5K	Buy	+620	New	+$62.7K	0.02%	431
2026 Q1	–	Sell	-669	Closed	-$69.3K	–	811
2025 Q4	$69.3K	Buy	669 +180	+37%	+$18.4K	0.02%	360
2025 Q3	$48.5K	Sell	489 -248	-34%	-$24.2K	0.05%	228
2025 Q2	$69.1K	Buy	737 +268	+57%	+$23.5K	0.03%	320
2025 Q1	$41.3K	Sell	469 -29	-6%	-$2.67K	0.02%	364
2024 Q4	$46.2K	Hold	498	–	–	0.02%	343
2024 Q3	$48.3K	Buy	498 +80	+19%	+$7.32K	0.02%	324
2024 Q2	$36.2K	Sell	418 -103	-20%	-$8.95K	0.02%	341
2024 Q1	$46.8K	Buy	521 +52	+11%	+$4.46K	0.02%	315
2023 Q4	$39.8K	Buy	469 +227	+94%	+$17.6K	0.02%	391
2023 Q3	$18.4K	Sell	242 -1	-0.4%	-$80	0.01%	455
2023 Q2	$19.4K	Buy	243 +22	+10%	+$1.66K	0.01%	440
2023 Q1	$16.3K	Buy	+221	New	+$15.7K	0.01%	456

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

Cape Investment Advisory's MOAT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 620 shares worth $64.5K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MOAT as recently as Q4 2025.

Cape Investment Advisory first reported a position in MOAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $69.3K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Cape Investment Advisory held 620 shares of VanEck Morningstar Wide Moat ETF worth $64.5K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Cape Investment Advisory position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #431 holding.
Cape Investment Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's VanEck Morningstar Wide Moat ETF position peaked at $69.3K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.