JY
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Jeff Yass’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Jeff Yass’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 		– Sell
-3,300
Closed -$342K – 13755
2025
Q4 		$342K Buy
+3,300
New +$337K ﹤0.01% 9638
2025
Q2 		– Sell
-7,700
Closed -$678K – 13328
2025
Q1 		$678K Buy
7,700
+3,200
+71% +$294K ﹤0.01% 8226
2024
Q4 		$417K Sell
4,500
-2,200
-33% -$212K ﹤0.01% 9120
2024
Q3 		$650K Buy
6,700
+2,400
+56% +$219K ﹤0.01% 7845
2024
Q2 		$372K Sell
4,300
-18,400
-81% -$1.6M ﹤0.01% 8978
2024
Q1 		$2.04M Buy
22,700
+17,900
+373% +$1.54M ﹤0.01% 5288
2023
Q4 		$407K Sell
4,800
-6,500
-58% -$505K ﹤0.01% 9145
2023
Q3 		$857K Buy
11,300
+6,300
+126% +$502K ﹤0.01% 6984
2023
Q2 		$399K Buy
+5,000
New +$376K ﹤0.01% 8841
2022
Q2 		– Sell
-7,400
Closed -$560K – 13557
2022
Q1 		$560K Buy
7,400
+2,500
+51% +$184K ﹤0.01% 8693
2021
Q4 		$373K Sell
4,900
-600
-11% -$45.5K ﹤0.01% 9966
2021
Q3 		$408K Sell
5,500
-1,600
-23% -$120K ﹤0.01% 9888
2021
Q2 		$526K Sell
7,100
-9,200
-56% -$670K ﹤0.01% 9458
2021
Q1 		$1.13M Buy
16,300
+9,200
+130% +$606K ﹤0.01% 7413
2020
Q4 		$440K Sell
7,100
-3,100
-30% -$183K ﹤0.01% 8555
2020
Q3 		$557K Buy
10,200
+6,000
+143% +$328K ﹤0.01% 7449
2020
Q2 		$219K Buy
+4,200
New +$209K ﹤0.01% 8883
2020
Q1 		– Sell
-4,300
Closed -$237K – 10646
2019
Q4 		$237K Buy
+4,300
New +$228K ﹤0.01% 8459

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

Jeff Yass's MOAT Position: Q2 2026 in Review

Jeff Yass reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 92% in Q2 2026, selling an estimated $3.58M and leaving 3,150 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #10842.

Jeff Yass first reported a position in MOAT in Q2 2013 and has held it in 38 quarters since. The position peaked at $6.17M in Q2 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Jeff Yass held 3,150 shares of VanEck Morningstar Wide Moat ETF worth $327K as of Q2 2026.
  • Jeff Yass sold 35,371 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.58M.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10842 holding.
  • Jeff Yass first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and has held it in 38 quarters since.
  • Jeff Yass's VanEck Morningstar Wide Moat ETF position peaked at $6.17M in Q2 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.