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

Family 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 Q1	$430K	Hold	4,451	–	–	0.19%	69
2025 Q4	$461K	Hold	4,451	–	–	0.2%	66
2025 Q3	$441K	Hold	4,451	–	–	0.21%	66
2025 Q2	$417K	Hold	4,451	–	–	0.22%	64
2025 Q1	$392K	Hold	4,451	–	–	0.24%	54
2024 Q4	$413K	Hold	4,451	–	–	0.25%	53
2024 Q3	$432K	Hold	4,451	–	–	0.28%	49
2024 Q2	$386K	Hold	4,451	–	–	0.26%	47
2024 Q1	$400K	Hold	4,451	–	–	0.28%	48
2023 Q4	$378K	Hold	4,451	–	–	0.27%	47
2023 Q3	$338K	Buy	+4,451	New	+$354K	0.22%	52

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Family Capital Management's MOAT Position: Q1 2026 in Review

Family Capital Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 4,451 shares worth $430K. The position accounts for 0.19% of the portfolio, ranked #69.

Family Capital Management first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $461K in Q4 2025. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Family Capital Management held 4,451 shares of VanEck Morningstar Wide Moat ETF worth $430K as of Q1 2026.
Family Capital Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.19% of Family Capital Management's portfolio in Q1 2026, its #69 holding.
Family Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
Family Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $461K in Q4 2025.
719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.