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

TFR Capital’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 Q3	$546K	Sell	5,168 -24	-0.5%	-$2.62K	0.14%	109
2026 Q2	$540K	Sell	5,192 -90	-2%	-$9.1K	0.15%	110
2026 Q1	$511K	Sell	5,282 -1,022	-16%	-$106K	0.16%	109
2025 Q4	$653K	Sell	6,304 -257	-4%	-$26.2K	0.22%	92
2025 Q3	$650K	Sell	6,561 -61	-0.9%	-$5.95K	0.22%	94
2025 Q2	$621K	Sell	6,622 -1,387	-17%	-$122K	0.22%	91
2025 Q1	$705K	Sell	8,009 -21,119	-73%	-$1.94M	0.29%	80
2024 Q4	$2.7M	Buy	+29,128	New	+$2.81M	1.34%	21

Other funds holding MOAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

TFR Capital's MOAT Position: Q3 2026 in Review

TFR Capital reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.46% in Q3 2026, selling an estimated $2.62K and leaving 5,168 shares worth $546K. The position accounts for 0.14% of the portfolio, ranked #109.

TFR Capital first reported a position in MOAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q4 2024. 492 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

TFR Capital held 5,168 shares of VanEck Morningstar Wide Moat ETF worth $546K as of Q3 2026.
TFR Capital sold 24 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $2.62K.
VanEck Morningstar Wide Moat ETF made up 0.14% of TFR Capital's portfolio in Q3 2026, its #109 holding.
TFR Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 8 quarters since.
TFR Capital's VanEck Morningstar Wide Moat ETF position peaked at $2.7M in Q4 2024.
492 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on TFR Capital's 13F filing for Q3 2026, filed 9 Nov 2026.