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TAP Consulting’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TAP Consulting’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
2024
Q4 		$20.6M Sell
221,704
-7,011
-3% -$675K 4.2% 2
2024
Q3 		$22.2M Buy
228,715
+8,298
+4% +$759K 4.36% 2
2024
Q2 		$19.1M Buy
220,417
+9,515
+5% +$827K 4.03% 2
2024
Q1 		$19M Buy
210,902
+108,006
+105% +$9.27M 4.17% 2
2023
Q4 		$8.73M Buy
+102,896
New +$7.99M 2.08% 8

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TAP Consulting's MOAT Position: Q4 2024 in Review

TAP Consulting reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.1% in Q4 2024, selling an estimated $675K and leaving 221,704 shares worth $20.6M. The position accounts for 4.2% of the portfolio, ranked #2.

TAP Consulting first reported a position in MOAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $22.2M in Q3 2024. 715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • TAP Consulting held 221,704 shares of VanEck Morningstar Wide Moat ETF worth $20.6M as of Q4 2024.
  • TAP Consulting sold 7,011 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $675K.
  • VanEck Morningstar Wide Moat ETF made up 4.2% of TAP Consulting's portfolio in Q4 2024, its #2 holding.
  • TAP Consulting first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 5 quarters since.
  • TAP Consulting's VanEck Morningstar Wide Moat ETF position peaked at $22.2M in Q3 2024.
  • 715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.