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

Vision 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 Q1	$527K	Hold	5,453	–	–	0.07%	100
2025 Q4	$565K	Hold	5,453	–	–	0.07%	98
2025 Q3	$540K	Hold	5,453	–	–	0.07%	96
2025 Q2	$511K	Hold	5,453	–	–	0.07%	96
2025 Q1	$480K	Hold	5,453	–	–	0.07%	94
2024 Q4	$506K	Sell	5,453 -143	-3%	-$13.8K	0.07%	89
2024 Q3	$543K	Sell	5,596 -33	-0.6%	-$3.02K	0.08%	90
2024 Q2	$488K	Hold	5,629	–	–	0.07%	92
2024 Q1	$506K	Hold	5,629	–	–	0.08%	90
2023 Q4	$478K	Buy	+5,629	New	+$437K	0.07%	90
2023 Q3	–	Sell	-5,629	Closed	-$449K	–	92
2023 Q2	$449K	Buy	5,629 +2,039	+57%	+$153K	0.08%	79
2023 Q1	$265K	Buy	+3,590	New	+$255K	0.05%	95

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 $6.37B AUM 23.22% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Vision Capital Management's MOAT Position: Q1 2026 in Review

Vision Capital Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 5,453 shares worth $527K. The position accounts for 0.07% of the portfolio, ranked #100.

Vision Capital Management first reported a position in MOAT in Q1 2023 and has held it in 12 quarters since. The position peaked at $565K in Q4 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Vision Capital Management held 5,453 shares of VanEck Morningstar Wide Moat ETF worth $527K as of Q1 2026.
Vision Capital Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.07% of Vision Capital Management's portfolio in Q1 2026, its #100 holding.
Vision Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 12 quarters since.
Vision Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $565K in Q4 2025.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.