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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
2023
Q3 		– Sell
-445,100
Closed -$355K – 87
2023
Q2 		$355K Hold
445,100
– – 0.22% 50
2023
Q1 		$84.4M Hold
445,100
– – 36.49% 1
2022
Q4 		$28.9M Buy
+445,100
New +$28.9M 19.04% 1

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

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

Family Capital Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 4,451 shares worth $463K. The position accounts for 0.18% of the portfolio, ranked #71.

Family Capital Management first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. 469 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Family Capital Management held 4,451 shares of VanEck Morningstar Wide Moat ETF worth $463K as of Q2 2026.
  • Family Capital Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.18% of Family Capital Management's portfolio in Q2 2026, its #71 holding.
  • Family Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
  • 469 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.