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

QRG 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	$342K	Sell	3,292 -228	-6%	-$23.1K	﹤0.01%	981
2026 Q1	$340K	Buy	3,520 +363	+11%	+$37.6K	﹤0.01%	907
2025 Q4	$327K	Sell	3,157 -3	-0.1%	-$306	﹤0.01%	890
2025 Q3	$313K	Sell	3,160 -307	-9%	-$29.9K	﹤0.01%	868
2025 Q2	$325K	Buy	3,467 +339	+11%	+$29.7K	﹤0.01%	937
2025 Q1	$275K	Buy	3,128 +881	+39%	+$81.1K	﹤0.01%	933
2024 Q4	$208K	Buy	+2,247	New	+$216K	﹤0.01%	1028

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

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

QRG Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.5% in Q2 2026, selling an estimated $23.1K and leaving 3,292 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

QRG Capital Management first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

QRG Capital Management held 3,292 shares of VanEck Morningstar Wide Moat ETF worth $342K as of Q2 2026.
QRG Capital Management sold 228 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $23.1K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of QRG Capital Management's portfolio in Q2 2026, its #981 holding.
QRG Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.