David Shaw’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

David Shaw’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	$2.34M	Buy	22,523 +5,116	+29%	+$517K	﹤0.01%	3068
2026 Q1	$1.68M	Buy	+17,407	New	+$1.8M	﹤0.01%	3045
2025 Q2	–	Sell	-39,721	Closed	-$3.49M	–	4577
2025 Q1	$3.49M	Buy	+39,721	New	+$3.66M	﹤0.01%	2167
2024 Q4	–	Sell	-39,615	Closed	-$3.84M	–	4693
2024 Q3	$3.84M	Sell	39,615 -162,079	-80%	-$14.8M	﹤0.01%	2163
2024 Q2	$17.5M	Buy	201,694 +187,862	+1,358%	+$16.3M	0.02%	967
2024 Q1	$1.24M	Buy	13,832 +8,687	+169%	+$745K	﹤0.01%	2950
2023 Q4	$437K	Buy	+5,145	New	+$400K	﹤0.01%	3576

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

David Shaw's MOAT Position: Q2 2026 in Review

David Shaw increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 29% in Q2 2026, buying an estimated $517K and bringing the position to 22,523 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

David Shaw first reported a position in MOAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $17.5M in Q2 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

David Shaw held 22,523 shares of VanEck Morningstar Wide Moat ETF worth $2.34M as of Q2 2026.
David Shaw bought 5,116 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $517K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3068 holding.
David Shaw first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 7 quarters since.
David Shaw's VanEck Morningstar Wide Moat ETF position peaked at $17.5M in Q2 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.