Tanager Wealth Management LLP MOAT — VANECK ETF TRUST

Ownership history in Tanager Wealth Management LLP  ·  17 quarters on record

AI Ownership Summary

Tanager Wealth Management LLP reported VANECK ETF TRUST (MOAT) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.1% in 2024 Q1. The latest visible filing shows MOAT at 1.40% 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 Tanager Wealth Management LLP'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
2026 Q1

MOAT was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.1% 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 Tanager Wealth Management LLP fund profile Tanager Wealth Management LLP full holdings
How Tanager Wealth Management LLP 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 — — — 149,422 -10,359 -6.5% 1.40% $14.4M 2026-04-20 $102.49
2025 Q4 REDUCED 21.8% -6.6% ✅ 159,781 -44,582 -21.8% 1.65% $16.5M 2026-01-26 $107.16
2025 Q3 REDUCED 25.0% +6.8% ❌ 204,363 -68,217 -25.0% 2.13% $20.3M 2025-10-24 $101.34
2025 Q2 REDUCED 45.0% +5.0% ❌ 272,580 -223,269 -45.0% 3.02% $25.6M 2025-07-18 $94.81
2025 Q1 ADDED — — — 495,849 +17,256 +3.6% 5.68% $43.6M 2025-04-24 $83.88
2024 Q4 ADDED — — — 478,593 +32,327 +7.2% 5.76% $44.4M 2025-01-27 $95.20
2024 Q3 ADDED — — — 446,266 +3,165 +0.7% 5.82% $43.3M 2024-10-22 $94.15
2024 Q2 ADDED — — — 443,101 +22,810 +5.4% 5.71% $38.4M 2024-07-25 $86.72
2024 Q1 ADDED — — — 420,291 +25,800 +6.5% 6.10% $37.8M 2024-05-01 $82.96
2023 Q4 ADDED — — — 394,491 +16,901 +4.5% 6.09% $33.5M 2024-01-31 $81.10
7 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% Beaumont Asset Management, L.L.C. 3Y 8.12% Whitaker-Myers Wealth Managers, LTD. 3Y 7.82% Kelman-Lazarov, Inc. 3Y 7Y 7.78% Altus Wealth Group LLC 3Y 7.77%

FAQ About Tanager Wealth Management LLP and MOAT

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

How long has Tanager Wealth Management LLP reported owning MOAT?

Tanager Wealth Management LLP reported MOAT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MOAT position in Tanager Wealth Management LLP's portfolio?

The largest reported portfolio weight for MOAT was 6.10% in 2024 Q1.

What is the latest reported MOAT position on this page?

The most recent filing on this page is 2026 Q1, when Tanager Wealth Management LLP reported 149,422 shares, equal to 1.40% of portfolio, with an estimated market value of $14.4M.

What does the chart on this MOAT ownership page compare?

The chart compares Tanager Wealth Management LLP'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 Tanager Wealth Management LLP time their MOAT position?

Based on 13F filing dates vs. subsequent MOAT price moves, Tanager Wealth Management LLP correctly timed 11 out of 16 reported position changes (69%). The annualised alpha on MOAT relative to SPY over the holding period was -4.0%.

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