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Capital Analysts LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Capital Analysts LLC’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 		$264K Buy
2,542
+485
+24% +$49K 0.01% 633
2026
Q1 		$199K Buy
2,057
+1,053
+105% +$109K 0.01% 641
2025
Q4 		$104K Buy
1,004
+3
+0.3% +$306 ﹤0.01% 759
2025
Q3 		$100K Hold
1,001
– – ﹤0.01% 735
2025
Q2 		$94K Hold
1,001
– – ﹤0.01% 684
2025
Q1 		$88K Sell
1,001
-27
-3% -$2.48K ﹤0.01% 669
2024
Q4 		$95K Buy
1,028
+225
+28% +$21.7K ﹤0.01% 622
2024
Q3 		$78K Sell
803
-1,754
-69% -$160K ﹤0.01% 633
2024
Q2 		$221K Sell
2,557
-134
-5% -$11.6K 0.01% 445
2024
Q1 		$242K Buy
2,691
+611
+29% +$52.4K 0.01% 409
2023
Q4 		$177K Buy
2,080
+1,266
+156% +$98.3K 0.01% 435
2023
Q3 		$62K Buy
814
+137
+20% +$10.9K ﹤0.01% 565
2023
Q2 		$54K Buy
+677
New +$51K ﹤0.01% 570
2023
Q1 		– Sell
-60,066
Closed -$3.9M – 1038
2022
Q4 		$3.9M Buy
60,066
+4,813
+9% +$312K 0.24% 85
2022
Q3 		$3.31M Buy
55,253
+5,672
+11% +$381K 0.23% 92
2022
Q2 		$3.16M Buy
49,581
+2,146
+5% +$147K 0.22% 97
2022
Q1 		$3.54M Buy
47,435
+2,000
+4% +$147K 0.22% 97
2021
Q4 		$3.46M Buy
45,435
+10,314
+29% +$782K 0.21% 98
2021
Q3 		$2.57M Buy
35,121
+4,007
+13% +$302K 0.17% 122
2021
Q2 		$2.3M Buy
31,114
+4,030
+15% +$293K 0.15% 131
2021
Q1 		$1.88M Buy
27,084
+14,597
+117% +$962K 0.13% 148
2020
Q4 		$774K Buy
12,487
+1,965
+19% +$116K 0.07% 171
2020
Q3 		$574K Hold
10,522
– – 0.05% 182
2020
Q2 		$550K Buy
+10,522
New +$524K 0.06% 174
2019
Q2 		– Sell
-650
Closed -$30K – 701
2019
Q1 		$30K Buy
+650
New +$29.4K ﹤0.01% 404

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Analysts LLC's MOAT Position: Q2 2026 in Review

Capital Analysts LLC increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 24% in Q2 2026, buying an estimated $49K and bringing the position to 2,542 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #633.

Capital Analysts LLC first reported a position in MOAT in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.9M in Q4 2022. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Capital Analysts LLC held 2,542 shares of VanEck Morningstar Wide Moat ETF worth $264K as of Q2 2026.
  • Capital Analysts LLC bought 485 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $49K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #633 holding.
  • Capital Analysts LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 25 quarters since.
  • Capital Analysts LLC's VanEck Morningstar Wide Moat ETF position peaked at $3.9M in Q4 2022.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.