Cheviot Value Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cheviot Value Management’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	$198K	Buy	1,900 +49	+3%	+$4.95K	0.02%	133
2026 Q1	$179K	Hold	1,851	–	–	0.02%	134
2025 Q4	$196K	Hold	1,851	–	–	0.02%	133
2025 Q3	$189K	Hold	1,851	–	–	0.02%	137
2025 Q2	$178K	Hold	1,851	–	–	0.02%	123
2025 Q1	$160K	Buy	+1,851	New	+$170K	0.02%	123

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

Cheviot Value Management's MOAT Position: Q2 2026 in Review

Cheviot Value Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.6% in Q2 2026, buying an estimated $4.95K and bringing the position to 1,900 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #133.

Cheviot Value Management first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Cheviot Value Management held 1,900 shares of VanEck Morningstar Wide Moat ETF worth $198K as of Q2 2026.
Cheviot Value Management bought 49 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $4.95K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Cheviot Value Management's portfolio in Q2 2026, its #133 holding.
Cheviot Value Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.