TD Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TD Capital 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 Q1	$294K	Buy	3,039 +130	+4%	+$13.5K	0.03%	107
2025 Q4	$301K	Buy	2,909 +18	+0.6%	+$1.84K	0.03%	107
2025 Q3	$286K	Hold	2,891	–	–	0.03%	110
2025 Q2	$271K	Hold	2,891	–	–	0.03%	106
2025 Q1	$254K	Sell	2,891 -672	-19%	-$61.8K	0.03%	97
2024 Q4	$330K	Buy	3,563 +100	+3%	+$9.63K	0.03%	82
2024 Q3	$336K	Hold	3,463	–	–	0.03%	85
2024 Q2	$300K	Hold	3,463	–	–	0.03%	88
2024 Q1	$311K	Hold	3,463	–	–	0.03%	86
2023 Q4	$294K	Buy	3,463 +23	+0.7%	+$1.79K	0.03%	84
2023 Q3	$261K	Buy	3,440 +575	+20%	+$45.8K	0.03%	86
2023 Q2	$229K	Hold	2,865	–	–	0.03%	87
2023 Q1	$212K	Sell	2,865 -136	-5%	-$9.65K	0.03%	86
2022 Q4	$195K	Sell	3,001 -2,622	-47%	-$170K	0.03%	85
2022 Q3	$337K	Sell	5,623 -525	-9%	-$35.3K	0.05%	70
2022 Q2	$392K	Buy	6,148 +1,241	+25%	+$85.2K	0.05%	61
2022 Q1	$367K	Buy	4,907 +1,348	+38%	+$99.3K	0.04%	68
2021 Q4	$271K	Buy	3,559 +737	+26%	+$55.9K	0.03%	75
2021 Q3	$207K	Buy	+2,822	New	+$212K	0.03%	83

Other funds holding MOAT

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

TD Capital Management's MOAT Position: Q1 2026 in Review

TD Capital Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 3,039 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #107.

TD Capital Management first reported a position in MOAT in Q3 2021 and has held it in 19 quarters since. The position peaked at $392K in Q2 2022. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

TD Capital Management held 3,039 shares of VanEck Morningstar Wide Moat ETF worth $294K as of Q1 2026.
TD Capital Management bought 130 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $13.5K.
VanEck Morningstar Wide Moat ETF made up 0.03% of TD Capital Management's portfolio in Q1 2026, its #107 holding.
TD Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and has held it in 19 quarters since.
TD Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $392K in Q2 2022.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.