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

TSG Advice 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 		$300K Hold
3,105
– – 0.05% 110
2025
Q4 		$322K Buy
+3,105
New +$317K 0.05% 90

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TSG Advice Partners's MOAT Position: Q1 2026 in Review

TSG Advice Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 3,105 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #110.

TSG Advice Partners first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $322K in Q4 2025. 724 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • TSG Advice Partners held 3,105 shares of VanEck Morningstar Wide Moat ETF worth $300K as of Q1 2026.
  • TSG Advice Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of TSG Advice Partners's portfolio in Q1 2026, its #110 holding.
  • TSG Advice Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's VanEck Morningstar Wide Moat ETF position peaked at $322K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.