Burns Matteson Capital Management, LLC MOAT — VANECK MORNINGSTAR WIDE MOAT ETF

Ownership history in Burns Matteson Capital Management, LLC  ·  8 quarters on record

AI Ownership Summary

Burns Matteson Capital Management, LLC reported VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.53% in 2024 Q3. The latest visible filing shows MOAT at 1.27% 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.

What this MOAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Burns Matteson Capital Management, LLC's position in VANECK 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
2025 Q4

MOAT was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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.

MOAT stock page Burns Matteson Capital Management, LLC fund profile Burns Matteson Capital Management, LLC full holdings
How Burns Matteson Capital Management, LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.4% -6.6% ✅ 35,039 -4,075 -10.4% 1.27% $3.6M 2026-01-15 $107.67
2025 Q3 REDUCED 5.9% +6.8% ❌ 39,114 -2,471 -5.9% 1.53% $3.9M 2025-10-16 $98.38
2025 Q2 REDUCED 11.1% +5.0% ❌ 41,585 -5,213 -11.1% 1.88% $3.9M 2025-07-15 $93.74
2025 Q1 ADDED — — — 46,798 +371 +0.8% 2.21% $4.1M 2025-05-02 $86.09
2024 Q4 REDUCED — — — 46,427 -114 -0.2% 2.41% $4.3M 2025-01-29 $94.05
2024 Q3 ADDED — — — 46,541 +10,659 +29.7% 2.53% $4.5M 2024-10-10 $93.17
2024 Q2 ADDED — — — 35,882 +12,389 +52.7% 1.95% $3.1M 2024-07-09 $83.62
2024 Q1 INITIATED — — — 23,493 — — 1.37% $2.1M 2024-05-14 $86.41

🏢 Other funds also holding MOAT

As of 2026 Q1 — sorted by position size

Boulay Financial Advisors, LLC 24.64% CEERA INVESTMENTS, LLC 3Y 16.69% Graver Capital Management, LLC 14.07% Verde Capital Management 3Y 13.61% KRM WEALTH MANAGEMENT L.L.C. 11.36% Southern Farm Bureau Life Insurance 3Y 11.31% G2 CAPITAL MANAGEMENT, LLC / OH 3Y 9.51% Planned Solutions, Inc. 3Y 9.22% Buttonwood Financial Advisors Inc. 3Y 8.88% Provenance Wealth Advisors, LLC 8.87%

FAQ About Burns Matteson Capital Management, 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 Burns Matteson Capital Management, LLC reported owning MOAT?

Burns Matteson Capital Management, LLC reported MOAT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MOAT position in Burns Matteson Capital Management, LLC's portfolio?

The largest reported portfolio weight for MOAT was 2.53% in 2024 Q3.

What is the latest reported MOAT position on this page?

The most recent filing on this page is 2025 Q4, when Burns Matteson Capital Management, LLC reported 35,039 shares, equal to 1.27% of portfolio, with an estimated market value of $3.6M.

What does the chart on this MOAT ownership page compare?

The chart compares Burns Matteson Capital Management, 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.

How well did Burns Matteson Capital Management, LLC time their MOAT position?

Based on 13F filing dates vs. subsequent MOAT price moves, Burns Matteson Capital Management, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on MOAT relative to SPY over the holding period was -4.7%.

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