Thurston Springer Miller Herd & Titak’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-650	Closed	-$61K	–	1053
2025 Q2	$61K	Buy	650 +350	+117%	+$30.7K	0.01%	617
2025 Q1	$26.4K	Hold	300	–	–	﹤0.01%	788
2024 Q4	$27.8K	Hold	300	–	–	0.01%	653
2024 Q3	$29.1K	Hold	300	–	–	0.01%	716
2024 Q2	$26K	Buy	+300	New	+$26.1K	0.01%	728

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

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

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

Thurston Springer Miller Herd & Titak's MOAT Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 650 shares — an estimated $61K sold.

Thurston Springer Miller Herd & Titak first reported a position in MOAT in Q2 2024 and held it in 5 quarters. The position peaked at $61K in Q2 2025. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 650 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $61K.
Thurston Springer Miller Herd & Titak first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's VanEck Morningstar Wide Moat ETF position peaked at $61K in Q2 2025.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.