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

Dorato 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 		$558K Sell
5,255
-115
-2% -$11.6K 0.38% 59
2026
Q1 		$529K Sell
5,370
-98
-2% -$10.2K 0.39% 60
2025
Q4 		$587K Buy
+5,468
New +$558K 0.44% 51

Other funds holding MOAT

LPL Financial
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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

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

Dorato Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.1% in Q2 2026, selling an estimated $11.6K and leaving 5,255 shares worth $558K. The position accounts for 0.38% of the portfolio, ranked #59.

Dorato Capital Management first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $587K in Q4 2025. 453 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Dorato Capital Management held 5,255 shares of VanEck Morningstar Wide Moat ETF worth $558K as of Q2 2026.
  • Dorato Capital Management sold 115 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $11.6K.
  • VanEck Morningstar Wide Moat ETF made up 0.38% of Dorato Capital Management's portfolio in Q2 2026, its #59 holding.
  • Dorato Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $587K in Q4 2025.
  • 453 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.