Institutional Ownership Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT). We have compiled data on the 706 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
247,853
shares
|
$21.3 Million
2.68% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
237,496
shares
|
$20.4 Million
11.38% of portfolio
|
Q3 2024
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
237,341
shares
|
$20.4 Million
6.66% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
236,134
shares
|
$20.3 Million
7.19% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
232,268
shares
|
$19.9 Million
5.82% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
231,740
shares
|
$19.9 Million
0.49% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
231,031
shares
|
$19.8 Million
0.52% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
229,333
shares
|
$19.7 Million
0.3% of portfolio
|
Q2 2023
Reduced 3.03%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
228,715
shares
|
$19.6 Million
4.03% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
226,337
shares
|
$19.4 Million
3.21% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
225,018
shares
|
$19.3 Million
14.05% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
223,325
shares
|
$19.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
218,606
shares
|
$18.8 Million
3.55% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
217,807
shares
|
$18.7 Million
3.79% of portfolio
|
Q1 2024
Added 7.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
214,485
shares
|
$18.4 Million
0.35% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
206,308
shares
|
$17.7 Million
0.05% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
203,480
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
203,183
shares
|
$17.4 Million
4.03% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
200,701
shares
|
$17.2 Million
8.29% of portfolio
|
Q2 2023
Added 332.71%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
199,518
shares
|
$17.1 Million
2.09% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
199,514
shares
|
$17.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
198,608
shares
|
$17 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
197,002
shares
|
$16.9 Million
1.99% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
191,200
shares
|
$16.4 Million
2.98% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
186,868
shares
|
$16 Million
2.06% of portfolio
|
Q3 2024
Reduced 17.95%
|