MOAT β€” VANECK ETF TRUST

Ownership history in Altus Wealth Group LLC  Β·  13 quarters on record

AI Ownership Summary

Altus Wealth Group LLC reported VANECK ETF TRUST (MOAT) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.77% in 2025 Q4. The latest visible filing shows MOAT at 7.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MOAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altus Wealth Group LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MOAT was reported at 7.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.77% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Altus Wealth Group LLC held MOAT β€” position size vs. price
% of Fund (quarterly)    MOAT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 187,849 +9,240 +5.2% 7.77% $19.5M 2026-02-14 (Est.) $105.57
2025 Q3 ADDED 178,609 +2,225 +1.3% 7.27% $17.7M 2025-10-21 $101.02
2025 Q2 REDUCED 176,384 -8,641 -4.7% 7.32% $16.5M 2025-07-29 $97.54
2025 Q1 ADDED 185,025 +51,697 +38.8% 7.62% $16.3M 2025-04-25 $83.96
2024 Q4 REDUCED 133,328 -22,259 -14.3% 5.47% $12.4M 2025-02-10 $90.52
2024 Q3 ADDED 155,587 +28,090 +22.0% 6.45% $15.1M 2024-10-22 $94.15
2024 Q2 ADDED 127,497 +55,569 +77.3% 5.53% $11.0M 2024-08-05 $84.92
2024 Q1 ADDED 71,928 +48,029 +201.0% 3.24% $6.5M 2024-05-02 $83.49
2023 Q4 ADDED 23,899 +1,262 +5.6% 1.12% $2.0M 2024-01-29 $83.08
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MOAT

As of 2026 Q1 β€” sorted by position size

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FAQ About Altus Wealth Group LLC and MOAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altus Wealth Group LLC reported owning MOAT?

Altus Wealth Group LLC reported MOAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MOAT position in Altus Wealth Group LLC's portfolio?

The largest reported portfolio weight for MOAT was 7.77% in 2025 Q4.

What is the latest reported MOAT position on this page?

The most recent filing on this page is 2025 Q4, when Altus Wealth Group LLC reported 187,849 shares, equal to 7.77% of portfolio, with an estimated market value of $19.5M.

What does the chart on this MOAT ownership page compare?

The chart compares Altus Wealth Group LLC's quarterly MOAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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