TWM
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Tanager Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Tanager Wealth 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 		$13.9M Sell
134,068
-15,354
-10% -$1.55M 1.21% 21
2026
Q1 		$14.4M Sell
149,422
-10,359
-6% -$1.07M 1.4% 19
2025
Q4 		$16.5M Sell
159,781
-44,582
-22% -$4.55M 1.65% 18
2025
Q3 		$20.3M Sell
204,363
-68,217
-25% -$6.65M 2.13% 16
2025
Q2 		$25.6M Sell
272,580
-223,269
-45% -$19.6M 3.02% 8
2025
Q1 		$43.6M Buy
495,849
+17,256
+4% +$1.59M 5.68% 5
2024
Q4 		$44.4M Buy
478,593
+32,327
+7% +$3.11M 5.76% 4
2024
Q3 		$43.3M Buy
446,266
+3,165
+0.7% +$289K 5.82% 5
2024
Q2 		$38.4M Buy
443,101
+22,810
+5% +$1.98M 5.71% 5
2024
Q1 		$37.8M Buy
420,291
+25,800
+7% +$2.21M 6.1% 5
2023
Q4 		$33.5M Buy
394,491
+16,901
+4% +$1.31M 6.09% 4
2023
Q3 		$28.6M Buy
377,590
+44,051
+13% +$3.51M 5.94% 4
2023
Q2 		$26.6M Buy
333,539
+13,113
+4% +$987K 5.76% 4
2023
Q1 		$23.7M Buy
320,426
+38,306
+14% +$2.72M 5.61% 4
2022
Q4 		$18.3M Buy
282,120
+259,245
+1,133% +$16.8M 4.93% 5
2022
Q3 		$1.37M Buy
22,875
+8,481
+59% +$570K 1.09% 17
2022
Q2 		$917K Buy
14,394
+3,988
+38% +$274K 0.76% 18
2022
Q1 		$777K Buy
+10,406
New +$767K 0.59% 20

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tanager Wealth Management's MOAT Position: Q2 2026 in Review

Tanager Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 10% in Q2 2026, selling an estimated $1.55M and leaving 134,068 shares worth $13.9M. The position accounts for 1.21% of the portfolio, ranked #21.

Tanager Wealth Management first reported a position in MOAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $44.4M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Tanager Wealth Management held 134,068 shares of VanEck Morningstar Wide Moat ETF worth $13.9M as of Q2 2026.
  • Tanager Wealth Management sold 15,354 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.55M.
  • VanEck Morningstar Wide Moat ETF made up 1.21% of Tanager Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Tanager Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 18 quarters since.
  • Tanager Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $44.4M in Q4 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.