Beaumont Asset Management, L.L.C. MOAT — VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

Ownership history in Beaumont Asset Management, L.L.C.  ·  26 quarters on record

AI Ownership Summary

Beaumont Asset Management, L.L.C. reported VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 16.41% in 2024 Q1. The latest visible filing shows MOAT at 8.12% 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 Beaumont Asset Management, L.L.C.'s position in VANECK VECTORS MORNINGSTAR WIDE MOAT ETF, 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
2026 Q1

MOAT was reported at 8.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.41% in 2024 Q1

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 2026 Q1

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.

MOAT stock page Beaumont Asset Management, L.L.C. fund profile Beaumont Asset Management, L.L.C. full holdings
How Beaumont Asset Management, L.L.C. held MOAT — position size vs. price
% of Fund (quarterly)    MOAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 186,512 -28,133 -13.1% 8.12% $18.0M 2026-04-21 $101.63
2025 Q4 REDUCED — — — 214,645 -4,655 -2.1% 11.11% $22.2M 2026-01-21 $106.92
2025 Q3 REDUCED 5.9% +6.8% ❌ 219,300 -13,628 -5.9% 10.94% $21.7M 2025-10-29 $99.91
2025 Q2 REDUCED 6.6% +5.0% ❌ 232,928 -16,567 -6.6% 11.73% $21.8M 2025-07-23 $97.13
2025 Q1 REDUCED 7.5% +6.6% ❌ 249,495 -20,103 -7.5% 13.26% $22.0M 2025-05-08 $86.37
2024 Q4 REDUCED — — — 269,598 -3,382 -1.2% 14.48% $25.0M 2025-01-28 $94.68
2024 Q3 REDUCED — — — 272,980 -5,803 -2.1% 15.39% $26.5M 2024-10-25 $92.88
2024 Q2 ADDED — — — 278,783 +4,385 +1.6% 15.51% $24.1M 2024-08-02 $87.06
2024 Q1 ADDED — — — 274,398 +953 +0.3% 16.41% $24.7M 2024-05-13 $86.03
2023 Q4 REDUCED — — — 273,445 -5,096 -1.8% 16.35% $23.2M 2024-02-01 $82.25
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MOAT

As of 2026 Q1 — sorted by position size

Graver Capital Management, LLC 14.07% Verde Capital Management 3Y 13.61% KRM WEALTH MANAGEMENT L.L.C. 11.36% Planned Solutions, Inc. 3Y 9.22% Buttonwood Financial Advisors Inc. 3Y 8.88% Provenance Wealth Advisors, LLC 8.87% Whitaker-Myers Wealth Managers, LTD. 3Y 7.82% Kelman-Lazarov, Inc. 3Y 7Y 7.78% Altus Wealth Group LLC 3Y 7.77% Boyce & Associates Wealth Consulting, Inc. 3Y 7.51%

FAQ About Beaumont Asset Management, L.L.C. and MOAT

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

How long has Beaumont Asset Management, L.L.C. reported owning MOAT?

Beaumont Asset Management, L.L.C. reported MOAT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MOAT position in Beaumont Asset Management, L.L.C.'s portfolio?

The largest reported portfolio weight for MOAT was 16.41% in 2024 Q1.

What is the latest reported MOAT position on this page?

The most recent filing on this page is 2026 Q1, when Beaumont Asset Management, L.L.C. reported 186,512 shares, equal to 8.12% of portfolio, with an estimated market value of $18.0M.

What does the chart on this MOAT ownership page compare?

The chart compares Beaumont Asset Management, L.L.C.'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.

How well did Beaumont Asset Management, L.L.C. time their MOAT position?

Based on 13F filing dates vs. subsequent MOAT price moves, Beaumont Asset Management, L.L.C. correctly timed 10 out of 25 reported position changes (40%). The annualised alpha on MOAT relative to SPY over the holding period was -2.6%.

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