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

Regatta Capital Group’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 		$46.6M Buy
482,403
+6,747
+1% +$699K 7.06% 2
2025
Q4 		$49.3M Buy
475,656
+14,467
+3% +$1.48M 7.44% 2
2025
Q3 		$45.7M Buy
461,189
+2,490
+0.5% +$243K 7.22% 2
2025
Q2 		$43M Sell
458,699
-75,513
-14% -$6.62M 7.39% 2
2025
Q1 		$47M Buy
534,212
+9,650
+2% +$888K 9.1% 1
2024
Q4 		$48.6M Buy
524,562
+15,373
+3% +$1.48M 9.43% 1
2024
Q3 		$49.4M Buy
509,189
+50,738
+11% +$4.64M 9.58% 1
2024
Q2 		$39.7M Buy
458,451
+13,566
+3% +$1.18M 8.55% 1
2024
Q1 		$40M Buy
444,885
+11,982
+3% +$1.03M 9% 1
2023
Q4 		$36.7M Buy
432,903
+34,320
+9% +$2.67M 9.66% 1
2023
Q3 		$30.2M Buy
398,583
+15,109
+4% +$1.2M 9.59% 1
2023
Q2 		$30.6M Buy
383,474
+17,374
+5% +$1.31M 9.72% 1
2023
Q1 		$23.8M Hold
366,100
– – 8.46% 2
2022
Q4 		$23.8M Buy
366,100
+86,810
+31% +$5.63M 8.46% 2
2022
Q3 		$17.8M Buy
279,290
+13,948
+5% +$938K 7.27% 2
2022
Q2 		$16.9M Buy
265,342
+188
+0.1% +$12.9K 8.06% 1
2022
Q1 		$19.8M Sell
265,154
-79,641
-23% -$5.87M 6.83% 2
2021
Q4 		$26.2M Buy
+344,795
New +$26.1M 9.18% 1

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Regatta Capital Group's MOAT Position: Q1 2026 in Review

Regatta Capital Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.4% in Q1 2026, buying an estimated $699K and bringing the position to 482,403 shares worth $46.6M. The position accounts for 7.06% of the portfolio, ranked #2.

Regatta Capital Group first reported a position in MOAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $49.4M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Regatta Capital Group held 482,403 shares of VanEck Morningstar Wide Moat ETF worth $46.6M as of Q1 2026.
  • Regatta Capital Group bought 6,747 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $699K.
  • VanEck Morningstar Wide Moat ETF made up 7.06% of Regatta Capital Group's portfolio in Q1 2026, its #2 holding.
  • Regatta Capital Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 18 quarters since.
  • Regatta Capital Group's VanEck Morningstar Wide Moat ETF position peaked at $49.4M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.