CapWealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CapWealth Advisors’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 Q3	$294K	Hold	2,786	–	–	0.02%	97
2026 Q2	$290K	Hold	2,786	–	–	0.02%	97
2026 Q1	$269K	Hold	2,786	–	–	0.02%	99
2025 Q4	$288K	Buy	2,786 +1	+0%	+$102	0.02%	105
2025 Q3	$276K	Hold	2,785	–	–	0.02%	104
2025 Q2	$261K	Hold	2,785	–	–	0.03%	92
2025 Q1	$245K	Sell	2,785 -82	-3%	-$7.55K	0.03%	93
2024 Q4	$266K	Hold	2,867	–	–	0.03%	94
2024 Q3	$278K	Buy	+2,867	New	+$262K	0.03%	93

Other funds holding MOAT

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CapWealth Advisors's MOAT Position: Q3 2026 in Review

CapWealth Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 2,786 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #97.

CapWealth Advisors first reported a position in MOAT in Q3 2024 and has held it in 9 quarters since. 27 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

CapWealth Advisors held 2,786 shares of VanEck Morningstar Wide Moat ETF worth $294K as of Q3 2026.
CapWealth Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #97 holding.
CapWealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 9 quarters since.
27 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.