Santori & Peters Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Santori & Peters Inc’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
2025 Q4	–	Sell	-2,793	Closed	-$277K	–	74
2025 Q3	$277K	Sell	2,793 -46,313	-94%	-$4.52M	0.1%	63
2025 Q2	$4.61M	Sell	49,106 -248	-0.5%	-$21.8K	1.67%	9
2025 Q1	$4.34M	Sell	49,354 -1,014	-2%	-$93.3K	1.75%	9
2024 Q4	$4.67M	Buy	50,368 +492	+1%	+$47.4K	1.79%	9
2024 Q3	$4.84M	Sell	49,876 -857	-2%	-$78.4K	1.92%	9
2024 Q2	$4.39M	Sell	50,733 -421	-0.8%	-$36.6K	1.88%	10
2024 Q1	$4.6M	Sell	51,154 -785	-2%	-$67.4K	1.99%	10
2023 Q4	$4.41M	Buy	51,939 +2,086	+4%	+$162K	2.1%	10
2023 Q3	$3.78M	Buy	+49,853	New	+$3.97M	2.03%	10

Other funds holding MOAT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Santori & Peters Inc's MOAT Position: Q4 2025 in Review

Santori & Peters Inc sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 2,793 shares — an estimated $277K sold.

Santori & Peters Inc first reported a position in MOAT in Q3 2023 and held it in 9 quarters. The position peaked at $4.84M in Q3 2024. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Santori & Peters Inc reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Santori & Peters Inc sold 2,793 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $277K.
Santori & Peters Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 9 quarters.
Santori & Peters Inc's VanEck Morningstar Wide Moat ETF position peaked at $4.84M in Q3 2024.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Santori & Peters Inc's 13F filing for Q4 2025, filed 15 Jan 2026.