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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
Q2 		$643K Sell
6,181
-448
-7% -$45.3K 0.14% 68
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
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

Van Den Berg Management I's MOAT Position: Q2 2026 in Review

Van Den Berg Management I reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.8% in Q2 2026, selling an estimated $45.3K and leaving 6,181 shares worth $643K. The position accounts for 0.14% of the portfolio, ranked #68.

Van Den Berg Management I first reported a position in MOAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q4 2021. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Van Den Berg Management I held 6,181 shares of VanEck Morningstar Wide Moat ETF worth $643K as of Q2 2026.
  • Van Den Berg Management I sold 448 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $45.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.14% of Van Den Berg Management I's portfolio in Q2 2026, its #68 holding.
  • Van Den Berg Management I first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 23 quarters since.
  • Van Den Berg Management I's VanEck Morningstar Wide Moat ETF position peaked at $1.13M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.