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Tranquility Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Tranquility Partners’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 		$4.93M Buy
52,079
+74
+0.1% +$7.67K 1.86% 10
2025
Q4 		$5.39M Sell
52,005
-2,185
-4% -$223K 1.94% 10
2025
Q3 		$5.37M Sell
54,190
-2,593
-5% -$253K 1.81% 10
2025
Q2 		$5.33M Sell
56,783
-1,086
-2% -$95.3K 1.9% 10
2025
Q1 		$5.09M Buy
57,869
+226
+0.4% +$20.8K 1.97% 10
2024
Q4 		$5.34M Sell
57,643
-663
-1% -$63.9K 2.01% 8
2024
Q3 		$5.65M Sell
58,306
-59
-0.1% -$5.39K 2.05% 8
2024
Q2 		$5.05M Sell
58,365
-32
-0.1% -$2.78K 1.94% 9
2024
Q1 		$5.25M Buy
58,397
+616
+1% +$52.9K 2.03% 9
2023
Q4 		$4.9M Sell
57,781
-3,054
-5% -$237K 2.06% 7
2023
Q3 		$4.61M Buy
60,835
+566
+0.9% +$45.1K 1.98% 7
2023
Q2 		$4.81M Buy
60,269
+8,879
+17% +$668K 2.07% 7
2023
Q1 		$3.79M Sell
51,390
-9,923
-16% -$704K 1.81% 8
2022
Q4 		$3.98M Buy
61,313
+5,152
+9% +$334K 2.02% 7
2022
Q3 		$3.37M Sell
56,161
-1,931
-3% -$130K 1.87% 8
2022
Q2 		$3.7M Buy
58,092
+4,269
+8% +$293K 1.92% 8
2022
Q1 		$4.02M Buy
53,823
+1,295
+2% +$95.4K 1.88% 8
2021
Q4 		$4M Buy
52,528
+1,423
+3% +$108K 1.85% 9
2021
Q3 		$3.74M Buy
51,105
+2,931
+6% +$221K 1.9% 7
2021
Q2 		$3.57M Buy
48,174
+552
+1% +$40.2K 2% 7
2021
Q1 		$3.3M Buy
47,622
+172
+0.4% +$11.3K 2.05% 5
2020
Q4 		$2.94M Buy
47,450
+1,916
+4% +$113K 2.08% 6
2020
Q3 		$2.49M Sell
45,534
-1,998
-4% -$109K 2.11% 7
2020
Q2 		$2.48M Sell
47,532
-3,717
-7% -$185K 2.34% 6
2020
Q1 		$2.24M Buy
51,249
+6,350
+14% +$326K 2.58% 5
2019
Q4 		$2.46M Sell
44,899
-391
-0.9% -$20.7K 2.22% 5
2019
Q3 		$2.27M Buy
45,290
+401
+0.9% +$19.7K 2.41% 5
2019
Q2 		$2.16M Buy
+44,889
New +$2.13M 2.32% 5

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

Tranquility Partners's MOAT Position: Q1 2026 in Review

Tranquility Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.14% in Q1 2026, buying an estimated $7.67K and bringing the position to 52,079 shares worth $4.93M. The position accounts for 1.86% of the portfolio, ranked #10.

Tranquility Partners first reported a position in MOAT in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.65M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Tranquility Partners held 52,079 shares of VanEck Morningstar Wide Moat ETF worth $4.93M as of Q1 2026.
  • Tranquility Partners bought 74 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $7.67K.
  • VanEck Morningstar Wide Moat ETF made up 1.86% of Tranquility Partners's portfolio in Q1 2026, its #10 holding.
  • Tranquility Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 28 quarters since.
  • Tranquility Partners's VanEck Morningstar Wide Moat ETF position peaked at $5.65M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.