TCTC Holdings’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TCTC Holdings’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	–	Sell	-905	Closed	-$93.7K	–	430
2025 Q4	$93.7K	Hold	905	–	–	﹤0.01%	278
2025 Q3	$89.7K	Hold	905	–	–	﹤0.01%	275
2025 Q2	$84.9K	Buy	905 +100	+12%	+$8.77K	﹤0.01%	285
2025 Q1	$70.8K	Sell	805 -100	-11%	-$9.2K	﹤0.01%	291
2024 Q4	$83.9K	Hold	905	–	–	﹤0.01%	273
2024 Q3	$87.7K	Hold	905	–	–	﹤0.01%	265
2024 Q2	$78.4K	Hold	905	–	–	﹤0.01%	275
2024 Q1	$81.4K	Hold	905	–	–	﹤0.01%	263
2023 Q4	$76.8K	Hold	905	–	–	﹤0.01%	265
2023 Q3	$68.6K	Hold	905	–	–	﹤0.01%	249
2023 Q2	$72.2K	Hold	905	–	–	﹤0.01%	252
2023 Q1	$66.8K	Hold	905	–	–	﹤0.01%	269
2022 Q4	$58.7K	Hold	905	–	–	﹤0.01%	264
2022 Q3	$54K	Hold	905	–	–	﹤0.01%	256
2022 Q2	$58K	Hold	905	–	–	﹤0.01%	256
2022 Q1	$68K	Hold	905	–	–	﹤0.01%	256
2021 Q4	$69K	Hold	905	–	–	﹤0.01%	285
2021 Q3	$66K	Hold	905	–	–	﹤0.01%	278
2021 Q2	$67K	Hold	905	–	–	﹤0.01%	257
2021 Q1	$63K	Hold	905	–	–	﹤0.01%	258
2020 Q4	$56K	Hold	905	–	–	﹤0.01%	247
2020 Q3	$49K	Hold	905	–	–	﹤0.01%	242
2020 Q2	$47K	Buy	+905	New	+$45.1K	﹤0.01%	245

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCTC Holdings's MOAT Position: Q1 2026 in Review

TCTC Holdings sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 905 shares — an estimated $93.7K sold.

TCTC Holdings first reported a position in MOAT in Q2 2020 and held it in 23 quarters. The position peaked at $93.7K in Q4 2025. 724 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

TCTC Holdings reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 905 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $93.7K.
TCTC Holdings first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and held it in 23 quarters.
TCTC Holdings's VanEck Morningstar Wide Moat ETF position peaked at $93.7K in Q4 2025.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.