Cutler Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cutler Capital 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	$3.9M	Buy	37,508 +755	+2%	+$76.3K	1.01%	41
2026 Q1	$3.55M	Buy	36,753 +6,155	+20%	+$638K	0.96%	40
2025 Q4	$3.17M	Buy	30,598 +2,570	+9%	+$262K	0.92%	41
2025 Q3	$2.78M	Buy	28,028 +4,965	+22%	+$484K	0.89%	42
2025 Q2	$2.16M	Buy	23,063 +320	+1%	+$28.1K	0.75%	50
2025 Q1	$2M	Buy	22,743 +605	+3%	+$55.7K	0.7%	49
2024 Q4	$2.05M	Buy	22,138 +1,239	+6%	+$119K	0.71%	50
2024 Q3	$2.03M	Buy	20,899 +2,175	+12%	+$199K	0.72%	51
2024 Q2	$1.62M	Buy	18,724 +2,490	+15%	+$216K	0.63%	53
2024 Q1	$1.46M	Buy	16,234 +1,501	+10%	+$129K	0.57%	56
2023 Q4	$1.25M	Buy	14,733 +2,102	+17%	+$163K	0.52%	55
2023 Q3	$958K	Buy	12,631 +2,300	+22%	+$183K	0.43%	61
2023 Q2	$824K	Sell	10,331 -8	-0.1%	-$602	0.39%	63
2023 Q1	$763K	Buy	10,339 +658	+7%	+$46.7K	0.34%	67
2022 Q4	$628K	Buy	9,681 +1,449	+18%	+$94K	0.26%	73
2022 Q3	$494K	Buy	8,232 +1,250	+18%	+$84.1K	0.23%	72
2022 Q2	$445K	Buy	6,982 +1,740	+33%	+$119K	0.17%	77
2022 Q1	$392K	Hold	5,242	–	–	0.14%	81
2021 Q4	$399K	Buy	5,242 +2,747	+110%	+$208K	0.15%	83
2021 Q3	$183K	Buy	2,495 +20	+0.8%	+$1.5K	0.07%	93
2021 Q2	$183K	Buy	2,475 +170	+7%	+$12.4K	0.07%	91
2021 Q1	$160K	Buy	+2,305	New	+$152K	0.06%	90

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

Cutler Capital Management's MOAT Position: Q2 2026 in Review

Cutler Capital Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.1% in Q2 2026, buying an estimated $76.3K and bringing the position to 37,508 shares worth $3.9M. The position accounts for 1.01% of the portfolio, ranked #41.

Cutler Capital Management first reported a position in MOAT in Q1 2021 and has held it in 22 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Cutler Capital Management held 37,508 shares of VanEck Morningstar Wide Moat ETF worth $3.9M as of Q2 2026.
Cutler Capital Management bought 755 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $76.3K.
VanEck Morningstar Wide Moat ETF made up 1.01% of Cutler Capital Management's portfolio in Q2 2026, its #41 holding.
Cutler Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 22 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cutler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.