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Thoroughbred Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Thoroughbred Financial Services’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 		$3.56M Sell
36,837
-890
-2% -$92.3K 0.21% 102
2025
Q4 		$3.91M Sell
37,727
-3,223
-8% -$329K 0.23% 92
2025
Q3 		$4.06M Sell
40,950
-2,421
-6% -$236K 0.25% 86
2025
Q2 		$4.07M Sell
43,371
-11,349
-21% -$996K 0.28% 70
2025
Q1 		$4.82M Sell
54,720
-67,745
-55% -$6.23M 0.3% 65
2024
Q4 		$11.4M Sell
122,465
-1,297
-1% -$125K 0.69% 30
2024
Q3 		$12M Sell
123,762
-3,870
-3% -$354K 0.77% 25
2024
Q2 		$11.1M Buy
127,632
+15,355
+14% +$1.33M 0.74% 26
2024
Q1 		$10.1M Sell
112,277
-5,749
-5% -$493K 0.97% 21
2023
Q4 		$10M Buy
118,026
+13,667
+13% +$1.06M 0.81% 24
2023
Q3 		$7.91M Buy
104,359
+18,027
+21% +$1.44M 0.78% 25
2023
Q2 		$6.89M Buy
86,332
+29,800
+53% +$2.24M 0.9% 21
2023
Q1 		$4.17M Buy
56,532
+3,156
+6% +$224K 0.62% 34
2022
Q4 		$3.46M Buy
53,376
+8,146
+18% +$528K 0.57% 40
2022
Q3 		$2.71M Buy
45,230
+10,803
+31% +$726K 0.52% 44
2022
Q2 		$2.19M Buy
34,427
+4,539
+15% +$312K 0.4% 63
2022
Q1 		$2.23M Buy
29,888
+2,599
+10% +$192K 0.36% 66
2021
Q4 		$2.08M Buy
27,289
+4,726
+21% +$358K 0.44% 55
2021
Q3 		$1.65M Buy
22,563
+13,228
+142% +$996K 0.4% 58
2021
Q2 		$691K Buy
+9,335
New +$680K 0.17% 136

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Thoroughbred Financial Services's MOAT Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.4% in Q1 2026, selling an estimated $92.3K and leaving 36,837 shares worth $3.56M. The position accounts for 0.21% of the portfolio, ranked #102.

Thoroughbred Financial Services first reported a position in MOAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $12M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Thoroughbred Financial Services held 36,837 shares of VanEck Morningstar Wide Moat ETF worth $3.56M as of Q1 2026.
  • Thoroughbred Financial Services sold 890 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $92.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.21% of Thoroughbred Financial Services's portfolio in Q1 2026, its #102 holding.
  • Thoroughbred Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 20 quarters since.
  • Thoroughbred Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $12M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.