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

Joseph Group 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	$14.3M	Buy	137,649 +1,210	+0.9%	+$122K	3.01%	8
2026 Q1	$13.2M	Buy	136,439 +2,500	+2%	+$259K	3.3%	7
2025 Q4	$13.9M	Sell	133,939 -126	-0.1%	-$12.9K	3.64%	6
2025 Q3	$13.3M	Buy	134,065 +2,128	+2%	+$208K	3.75%	7
2025 Q2	$12.4M	Buy	131,937 +6,595	+5%	+$579K	4.15%	5
2025 Q1	$11M	Buy	+125,342	New	+$11.5M	4.22%	5

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

Joseph Group Capital Management's MOAT Position: Q2 2026 in Review

Joseph Group Capital Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.89% in Q2 2026, buying an estimated $122K and bringing the position to 137,649 shares worth $14.3M. The position accounts for 3.01% of the portfolio, ranked #8.

Joseph Group Capital Management first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. 729 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Joseph Group Capital Management held 137,649 shares of VanEck Morningstar Wide Moat ETF worth $14.3M as of Q2 2026.
Joseph Group Capital Management bought 1,210 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $122K.
VanEck Morningstar Wide Moat ETF made up 3.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #8 holding.
Joseph Group Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
729 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.