Van Den Berg Management I’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Van Den Berg Management I’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	$641K	Sell	6,629 -277	-4%	-$28.7K	0.15%	70
2025 Q4	$715K	Buy	6,906 +70	+1%	+$7.15K	0.16%	62
2025 Q3	$678K	Sell	6,836 -160	-2%	-$15.6K	0.17%	62
2025 Q2	$656K	Sell	6,996 -701	-9%	-$61.5K	0.19%	59
2025 Q1	$677K	Sell	7,697 -228	-3%	-$21K	0.21%	57
2024 Q4	$735K	Sell	7,925 -196	-2%	-$18.9K	0.21%	58
2024 Q3	$787K	Sell	8,121 -2,747	-25%	-$251K	0.23%	56
2024 Q2	$941K	Sell	10,868 -766	-7%	-$66.6K	0.28%	53
2024 Q1	$1.05M	Sell	11,634 -603	-5%	-$51.7K	0.31%	51
2023 Q4	$1.04M	Buy	12,237 +955	+8%	+$74.2K	0.34%	46
2023 Q3	$856K	Sell	11,282 -1,098	-9%	-$87.4K	0.3%	51
2023 Q2	$988K	Sell	12,380 -103	-0.8%	-$7.75K	0.36%	46
2023 Q1	$922K	Sell	12,483 -379	-3%	-$26.9K	0.34%	48
2022 Q4	$835K	Sell	12,862 -275	-2%	-$17.8K	0.31%	52
2022 Q3	$788K	Sell	13,137 -952	-7%	-$64K	0.23%	54
2022 Q2	$898K	Buy	14,089 +207	+1%	+$14.2K	0.24%	50
2022 Q1	$1.04M	Sell	13,882 -1,004	-7%	-$74K	0.23%	50
2021 Q4	$1.13M	Buy	14,886 +5,786	+64%	+$438K	0.21%	47
2021 Q3	$667K	Buy	9,100 +676	+8%	+$50.9K	0.13%	56
2021 Q2	$624K	Buy	8,424 +2,490	+42%	+$181K	0.12%	60
2021 Q1	$411K	Buy	5,934 +519	+10%	+$34.2K	0.09%	56
2020 Q4	$336K	Buy	+5,415	New	+$319K	0.08%	52

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Van Den Berg Management I's MOAT Position: Q1 2026 in Review

Van Den Berg Management I reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4% in Q1 2026, selling an estimated $28.7K and leaving 6,629 shares worth $641K. The position accounts for 0.15% of the portfolio, ranked #70.

Van Den Berg Management I first reported a position in MOAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.13M in Q4 2021. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Van Den Berg Management I held 6,629 shares of VanEck Morningstar Wide Moat ETF worth $641K as of Q1 2026.
Van Den Berg Management I sold 277 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $28.7K.
VanEck Morningstar Wide Moat ETF made up 0.15% of Van Den Berg Management I's portfolio in Q1 2026, its #70 holding.
Van Den Berg Management I first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 22 quarters since.
Van Den Berg Management I's VanEck Morningstar Wide Moat ETF position peaked at $1.13M in Q4 2021.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.