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

Graver 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	$19.4M	Sell	186,152 -5,398	-3%	-$546K	13.79%	2
2026 Q1	$18.5M	Buy	191,550 +13,755	+8%	+$1.43M	14.07%	2
2025 Q4	$18.4M	Buy	177,795 +12,295	+7%	+$1.26M	14.55%	2
2025 Q3	$16.4M	Sell	165,500 -1,209	-0.7%	-$118K	13.82%	2
2025 Q2	$15.6M	Buy	166,709 +16,335	+11%	+$1.43M	13.83%	2
2025 Q1	$13.2M	Buy	150,374 +20,678	+16%	+$1.9M	13.49%	2
2024 Q4	$12M	Buy	+129,696	New	+$12.5M	12.57%	2

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Graver Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.8% in Q2 2026, selling an estimated $546K and leaving 186,152 shares worth $19.4M. The position accounts for 13.79% of the portfolio, ranked #2.

Graver Capital Management first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Graver Capital Management held 186,152 shares of VanEck Morningstar Wide Moat ETF worth $19.4M as of Q2 2026.
Graver Capital Management sold 5,398 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $546K.
VanEck Morningstar Wide Moat ETF made up 13.79% of Graver Capital Management's portfolio in Q2 2026, its #2 holding.
Graver Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.