Welch & Forbes’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $464K | Hold |
4,464
| – | – | 0.01% | 296 |
|
|
2026
Q1 | $432K | Sell |
4,464
-42
| -0.9% | -$4.35K | 0.01% | 291 |
|
|
2025
Q4 | $467K | Hold |
4,506
| – | – | 0.01% | 280 |
|
|
2025
Q3 | $447K | Buy |
4,506
+75
| +2% | +$7.32K | 0.01% | 286 |
|
|
2025
Q2 | $416K | Sell |
4,431
-225
| -5% | -$19.7K | 0.01% | 290 |
|
|
2025
Q1 | $410K | Hold |
4,656
| – | – | 0.01% | 290 |
|
|
2024
Q4 | $432K | Hold |
4,656
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $451K | Hold |
4,656
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $400K | Sell |
4,656
-125
| -3% | -$10.9K | 0.01% | 305 |
|
|
2024
Q1 | $430K | Hold |
4,781
| – | – | 0.01% | 300 |
|
|
2023
Q4 | $406K | Hold |
4,781
| – | – | 0.01% | 304 |
|
|
2023
Q3 | $363K | Hold |
4,781
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $381K | Hold |
4,781
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $353K | Hold |
4,781
| – | – | 0.01% | 310 |
|
|
2022
Q4 | $310K | Hold |
4,781
| – | – | 0.01% | 324 |
|
|
2022
Q3 | $286K | Hold |
4,781
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $305K | Sell |
4,781
-300
| -6% | -$20.6K | 0.01% | 329 |
|
|
2022
Q1 | $380K | Buy |
5,081
+240
| +5% | +$17.7K | 0.01% | 316 |
|
|
2021
Q4 | $369K | Hold |
4,841
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $355K | Hold |
4,841
| – | – | 0.01% | 324 |
|
|
2021
Q2 | $359K | Hold |
4,841
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $335K | Buy |
4,841
+166
| +4% | +$10.9K | 0.01% | 332 |
|
|
2020
Q4 | $290K | Hold |
4,675
| – | – | 0.01% | 340 |
|
|
2020
Q3 | $255K | Hold |
4,675
| – | – | 0.01% | 319 |
|
|
2020
Q2 | $244K | Hold |
4,675
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $204K | Hold |
4,675
| – | – | 0.01% | 314 |
|
|
2019
Q4 | $256K | Hold |
4,675
| – | – | 0.01% | 324 |
|
|
2019
Q3 | $235K | Hold |
4,675
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $225K | Sell |
4,675
-800
| -15% | -$37.9K | 0.01% | 323 |
|
|
2019
Q1 | $255K | Hold |
5,475
| – | – | 0.01% | 315 |
|
|
2018
Q4 | $225K | Hold |
5,475
| – | – | 0.01% | 316 |
|
|
2018
Q3 | $256K | Hold |
5,475
| – | – | 0.01% | 326 |
|
|
2018
Q2 | $238K | Hold |
5,475
| – | – | 0.01% | 331 |
|
|
2018
Q1 | $227K | Hold |
5,475
| – | – | 0.01% | 333 |
|
|
2017
Q4 | $232K | Hold |
5,475
| – | – | 0.01% | 319 |
|
|
2017
Q3 | $221K | Hold |
5,475
| – | – | 0.01% | 315 |
|
|
2017
Q2 | $217K | Buy |
5,475
+75
| +1% | +$2.88K | 0.01% | 330 |
|
|
2017
Q1 | $203K | Buy |
+5,400
| New | +$199K | 0.01% | 336 |
|
Other funds holding MOAT
MFIM
BFA
Welch & Forbes's MOAT Position: Q2 2026 in Review
Welch & Forbes held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 4,464 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #296.
Welch & Forbes first reported a position in MOAT in Q1 2017 and has held it in 38 quarters since. The position peaked at $467K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.
- Welch & Forbes held 4,464 shares of VanEck Morningstar Wide Moat ETF worth $464K as of Q2 2026.
- Welch & Forbes left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
- VanEck Morningstar Wide Moat ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #296 holding.
- Welch & Forbes first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2017 and has held it in 38 quarters since.
- Welch & Forbes's VanEck Morningstar Wide Moat ETF position peaked at $467K in Q4 2025.
- 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.