TAM
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Titleist Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Titleist Asset 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
Q2 		$409K Buy
3,932
+1,046
+36% +$106K 0.03% 303
2026
Q1 		$279K Buy
2,886
+78
+3% +$8.09K 0.02% 341
2025
Q4 		$291K Buy
+2,808
New +$287K 0.02% 308

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Titleist Asset Management's MOAT Position: Q2 2026 in Review

Titleist Asset Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 36% in Q2 2026, buying an estimated $106K and bringing the position to 3,932 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #303.

Titleist Asset Management first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Titleist Asset Management held 3,932 shares of VanEck Morningstar Wide Moat ETF worth $409K as of Q2 2026.
  • Titleist Asset Management bought 1,046 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $106K.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Titleist Asset Management's portfolio in Q2 2026, its #303 holding.
  • Titleist Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.