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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
Q2 		$5.11M Sell
49,127
-2,952
-6% -$298K 1.76% 11
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tranquility Partners's MOAT Position: Q2 2026 in Review

Tranquility Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.7% in Q2 2026, selling an estimated $298K and leaving 49,127 shares worth $5.11M. The position accounts for 1.76% of the portfolio, ranked #11.

Tranquility Partners first reported a position in MOAT in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.65M in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Tranquility Partners held 49,127 shares of VanEck Morningstar Wide Moat ETF worth $5.11M as of Q2 2026.
  • Tranquility Partners sold 2,952 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $298K.
  • VanEck Morningstar Wide Moat ETF made up 1.76% of Tranquility Partners's portfolio in Q2 2026, its #11 holding.
  • Tranquility Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 29 quarters since.
  • Tranquility Partners's VanEck Morningstar Wide Moat ETF position peaked at $5.65M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.