Clarus Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Clarus Group’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	$292K	Hold	2,805	–	–	0.1%	82
2026 Q1	$271K	Sell	2,805 -9	-0.3%	-$933	0.1%	87
2025 Q4	$291K	Hold	2,814	–	–	0.11%	80
2025 Q3	$279K	Hold	2,814	–	–	0.1%	83
2025 Q2	$264K	Hold	2,814	–	–	0.1%	87
2025 Q1	$248K	Sell	2,814 -5,017	-64%	-$462K	0.1%	84
2024 Q4	$726K	Sell	7,831 -15	-0.2%	-$1.45K	0.26%	42
2024 Q3	$761K	Sell	7,846 -27	-0.3%	-$2.47K	0.32%	43
2024 Q2	$682K	Hold	7,873	–	–	0.3%	39
2024 Q1	$708K	Buy	7,873 +9	+0.1%	+$772	0.5%	37
2023 Q4	$667K	Sell	7,864 -77	-1%	-$5.98K	0.51%	38
2023 Q3	$602K	Sell	7,941 -82	-1%	-$6.53K	0.44%	44
2023 Q2	$640K	Sell	8,023 -6	-0.1%	-$452	0.47%	35
2023 Q1	$593K	Sell	8,029 -193	-2%	-$13.7K	0.56%	29
2022 Q4	$534K	Sell	8,222 -6	-0.1%	-$389	0.47%	36
2022 Q3	$494K	Buy	8,228 +111	+1%	+$7.46K	0.45%	35
2022 Q2	$517K	Sell	8,117 -32	-0.4%	-$2.2K	0.43%	36
2022 Q1	$609K	Buy	8,149 +644	+9%	+$47.5K	0.41%	37
2021 Q4	$551K	Hold	7,505	–	–	0.37%	39
2021 Q3	$550K	Buy	7,505 +363	+5%	+$27.3K	0.38%	36
2021 Q2	$536K	Sell	7,142 -326	-4%	-$23.7K	0.4%	36
2021 Q1	$527K	Buy	7,468 +980	+15%	+$64.6K	0.44%	41
2020 Q4	$432K	Buy	+6,488	New	+$382K	0.37%	47

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

Clarus Group's MOAT Position: Q2 2026 in Review

Clarus Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,805 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #82.

Clarus Group first reported a position in MOAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $761K in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Clarus Group held 2,805 shares of VanEck Morningstar Wide Moat ETF worth $292K as of Q2 2026.
Clarus Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.1% of Clarus Group's portfolio in Q2 2026, its #82 holding.
Clarus Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 23 quarters since.
Clarus Group's VanEck Morningstar Wide Moat ETF position peaked at $761K in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.