FS
MOAT icon

Ferguson Shapiro’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ferguson Shapiro’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 		$10.7M Buy
103,385
+8,771
+9% +$887K 3.14% 10
2026
Q1 		$9.15M Buy
94,614
+5,783
+7% +$599K 2.79% 13
2025
Q4 		$9.2M Buy
88,831
+18,022
+25% +$1.84M 2.83% 12
2025
Q3 		$7.02M Buy
70,809
+173
+0.2% +$16.9K 2.27% 10
2025
Q2 		$6.62M Buy
70,636
+818
+1% +$71.8K 2.23% 10
2025
Q1 		$6.14M Buy
69,818
+3,339
+5% +$307K 2.29% 12
2024
Q4 		$6.16M Buy
66,479
+3,337
+5% +$321K 2.28% 11
2024
Q3 		$6.12M Buy
63,142
+1,782
+3% +$163K 2.28% 12
2024
Q2 		$5.31M Sell
61,360
-4,617
-7% -$401K 2.09% 9
2024
Q1 		$5.93M Sell
65,977
-7,721
-10% -$662K 2.73% 7
2023
Q4 		$6.25M Sell
73,698
-6,938
-9% -$539K 3.02% 7
2023
Q3 		$6.12M Sell
80,636
-3,257
-4% -$259K 3.37% 6
2023
Q2 		$6.69M Sell
83,893
-2,918
-3% -$220K 4.38% 5
2023
Q1 		$6.41M Sell
86,811
-290
-0.3% -$20.6K 5.5% 5
2022
Q4 		$5.65M Buy
87,101
+3,457
+4% +$224K 4.05% 10
2022
Q3 		$5.02M Sell
83,644
-176
-0.2% -$11.8K 3.02% 12
2022
Q2 		$5.34M Sell
83,820
-3,543
-4% -$243K 3.34% 11
2022
Q1 		$6.53M Sell
87,363
-2,630
-3% -$194K 3.2% 13
2021
Q4 		$6.85M Buy
89,993
+4,872
+6% +$369K 3.69% 10
2021
Q3 		$6.24M Buy
85,121
+1,943
+2% +$146K 3.65% 9
2021
Q2 		$6.16M Buy
83,178
+1,425
+2% +$104K 3.6% 9
2021
Q1 		$5.66M Buy
+81,753
New +$5.39M 3.64% 9

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ferguson Shapiro's MOAT Position: Q2 2026 in Review

Ferguson Shapiro increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.3% in Q2 2026, buying an estimated $887K and bringing the position to 103,385 shares worth $10.7M. The position accounts for 3.14% of the portfolio, ranked #10.

Ferguson Shapiro first reported a position in MOAT in Q1 2021 and has held it in 22 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Ferguson Shapiro held 103,385 shares of VanEck Morningstar Wide Moat ETF worth $10.7M as of Q2 2026.
  • Ferguson Shapiro bought 8,771 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $887K.
  • VanEck Morningstar Wide Moat ETF made up 3.14% of Ferguson Shapiro's portfolio in Q2 2026, its #10 holding.
  • Ferguson Shapiro first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 22 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.