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Verde Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Verde Capital Management’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 		$71.8M Buy
690,661
+32,412
+5% +$3.28M 13.28% 1
2026
Q1 		$63.7M Buy
658,249
+31,931
+5% +$3.31M 13.61% 2
2025
Q4 		$64.9M Buy
626,318
+18,449
+3% +$1.88M 13.83% 2
2025
Q3 		$60.2M Buy
607,869
+20,004
+3% +$1.95M 13.35% 2
2025
Q2 		$55.1M Buy
587,865
+28,413
+5% +$2.49M 13.61% 2
2025
Q1 		$49.2M Sell
559,452
-8,008
-1% -$737K 14.01% 2
2024
Q4 		$52.6M Buy
567,460
+1,535
+0.3% +$148K 14.84% 2
2024
Q3 		$54.9M Sell
565,925
-24,419
-4% -$2.23M 16.46% 2
2024
Q2 		$51.1M Buy
590,344
+21,692
+4% +$1.88M 16.23% 2
2024
Q1 		$51.1M Sell
568,652
-888
-0.2% -$76.2K 17.5% 1
2023
Q4 		$48.3M Sell
569,540
-46,467
-8% -$3.61M 18.27% 1
2023
Q3 		$46.7M Buy
616,007
+16,093
+3% +$1.28M 18.16% 1
2023
Q2 		$47.9M Sell
599,914
-2,463
-0.4% -$185K 18.16% 1
2023
Q1 		$44.5M Buy
602,377
+17,122
+3% +$1.22M 18.55% 1
2022
Q4 		$38M Buy
585,255
+10,615
+2% +$688K 18.15% 1
2022
Q3 		$34.5M Buy
574,640
+51,413
+10% +$3.46M 16.76% 1
2022
Q2 		$33.3M Buy
523,227
+151,511
+41% +$10.4M 15.3% 1
2022
Q1 		$27.8M Buy
371,716
+9,489
+3% +$699K 11% 1
2021
Q4 		$27.6M Buy
362,227
+23,699
+7% +$1.8M 10.5% 1
2021
Q3 		$24.8M Buy
338,528
+22,440
+7% +$1.69M 10.32% 1
2021
Q2 		$23.4M Buy
316,088
+7,599
+2% +$553K 9.85% 2
2021
Q1 		$21.4M Buy
308,489
+19,957
+7% +$1.32M 9.42% 2
2020
Q4 		$17.9M Buy
288,532
+12,346
+4% +$727K 8.9% 3
2020
Q3 		$15.1M Buy
276,186
+5,884
+2% +$322K 8.58% 3
2020
Q2 		$14.1M Sell
270,302
-14,000
-5% -$697K 9.24% 4
2020
Q1 		$12.4M Buy
284,302
+70,343
+33% +$3.62M 8.81% 5
2019
Q4 		$11.7M Buy
+213,959
New +$11.3M 6.84% 6

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

Verde Capital Management's MOAT Position: Q2 2026 in Review

Verde Capital Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.9% in Q2 2026, buying an estimated $3.28M and bringing the position to 690,661 shares worth $71.8M. The position accounts for 13.28% of the portfolio, ranked #1.

Verde Capital Management first reported a position in MOAT in Q4 2019 and has held it in 27 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Verde Capital Management held 690,661 shares of VanEck Morningstar Wide Moat ETF worth $71.8M as of Q2 2026.
  • Verde Capital Management bought 32,412 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.28M.
  • VanEck Morningstar Wide Moat ETF made up 13.28% of Verde Capital Management's portfolio in Q2 2026, its #1 holding.
  • Verde Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 27 quarters since.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.