Farrow Financial
MOAT icon

Farrow Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Farrow Financial’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
Q3 		$10M Buy
94,999
+2
+0% +$219 5.34% 4
2026
Q2 		$9.9M Sell
94,997
-9,614
-9% -$972K 5.27% 4
2026
Q1 		$10.1M Sell
104,611
-594
-0.6% -$61.6K 5.74% 4
2025
Q4 		$10.9M Sell
105,205
-6
-0% -$613 6.26% 3
2025
Q3 		$10.4M Sell
105,211
-107
-0.1% -$10.4K 6.05% 3
2025
Q2 		$9.9M Sell
105,318
-211
-0.2% -$18.5K 5.99% 3
2025
Q1 		$9.29M Buy
105,529
+938
+0.9% +$86.3K 6.25% 3
2024
Q4 		$9.7M Sell
104,591
-1,203
-1% -$116K 6.28% 4
2024
Q3 		$10.3M Sell
105,794
-87
-0.1% -$7.96K 6.46% 4
2024
Q2 		$9.17M Buy
105,881
+3,139
+3% +$273K 6.25% 4
2024
Q1 		$9.24M Buy
102,742
+1,535
+2% +$132K 6.48% 4
2023
Q4 		$8.59M Buy
+101,207
New +$7.86M 6.46% 4

Other funds holding MOAT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Farrow Financial's MOAT Position: Q3 2026 in Review

Farrow Financial increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0% in Q3 2026, buying an estimated $219 and bringing the position to 94,999 shares worth $10M. The position accounts for 5.34% of the portfolio, ranked #4.

Farrow Financial first reported a position in MOAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q4 2025. 426 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Farrow Financial held 94,999 shares of VanEck Morningstar Wide Moat ETF worth $10M as of Q3 2026.
  • Farrow Financial bought 2 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $219.
  • VanEck Morningstar Wide Moat ETF made up 5.34% of Farrow Financial's portfolio in Q3 2026, its #4 holding.
  • Farrow Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 12 quarters since.
  • Farrow Financial's VanEck Morningstar Wide Moat ETF position peaked at $10.9M in Q4 2025.
  • 426 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Farrow Financial's 13F filing for Q3 2026, filed 30 Oct 2026.