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SignatureFD’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SignatureFD’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 		$67.7K Hold
700
– – ﹤0.01% 1549
2025
Q4 		$72.5K Hold
700
– – ﹤0.01% 1463
2025
Q3 		$69.4K Hold
700
– – ﹤0.01% 1471
2025
Q2 		$65.7K Hold
700
– – ﹤0.01% 1442
2025
Q1 		$61.6K Hold
700
– – ﹤0.01% 1461
2024
Q4 		$64.9K Hold
700
– – ﹤0.01% 1438
2024
Q3 		$67.9K Hold
700
– – ﹤0.01% 1419
2024
Q2 		$60.6K Sell
700
-1,605
-70% -$139K ﹤0.01% 1417
2024
Q1 		$207K Buy
2,305
+1,717
+292% +$147K ﹤0.01% 818
2023
Q4 		$49.9K Sell
588
-330
-36% -$25.6K ﹤0.01% 1463
2023
Q3 		$69.6K Buy
918
+330
+56% +$26.3K ﹤0.01% 1235
2023
Q2 		$46.9K Sell
588
-746
-56% -$56.1K ﹤0.01% 1472
2023
Q1 		$98.5K Hold
1,334
– – ﹤0.01% 1043
2022
Q4 		$86.6K Buy
1,334
+746
+127% +$48.4K ﹤0.01% 1081
2022
Q3 		$35K Hold
588
– – ﹤0.01% 1463
2022
Q2 		$37K Buy
+588
New +$40.4K ﹤0.01% 1455
2021
Q4 		– Sell
-400
Closed -$29K – 3206
2021
Q3 		$29K Hold
400
– – ﹤0.01% 1579
2021
Q2 		$30K Buy
+400
New +$29.1K ﹤0.01% 1542
2020
Q1 		– Sell
-775
Closed -$42K – 2394
2019
Q4 		$42K Buy
+775
New +$41K ﹤0.01% 1031
2016
Q4 		– Sell
-399
Closed -$14K – 833
2016
Q3 		$14K Hold
399
– – ﹤0.01% 925
2016
Q2 		$13K Buy
+399
New +$12.8K ﹤0.01% 850
2016
Q1 		– Sell
-3,256
Closed -$94K – 1415
2015
Q4 		$94K Buy
3,256
+202
+7% +$6.01K 0.02% 254
2015
Q3 		$85K Buy
+3,054
New +$91.4K 0.02% 245

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

SignatureFD's MOAT Position: Q1 2026 in Review

SignatureFD held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 700 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

SignatureFD first reported a position in MOAT in Q3 2015 and has held it in 23 quarters since. The position peaked at $207K in Q1 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • SignatureFD held 700 shares of VanEck Morningstar Wide Moat ETF worth $67.7K as of Q1 2026.
  • SignatureFD left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1549 holding.
  • SignatureFD first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2015 and has held it in 23 quarters since.
  • SignatureFD's VanEck Morningstar Wide Moat ETF position peaked at $207K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.