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 719 institutions that hold shares in the stock, with a total of 98.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
60,646
shares
|
$5.21 Million
0.46% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
60,575
shares
|
$5.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
58,623
shares
|
$5.03 Million
4.01% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
57,643
shares
|
$4.95 Million
1.91% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
56,645
shares
|
$4.86 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
56,081
shares
|
$4.81 Million
0.23% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
55,779
shares
|
$4.79 Million
0.18% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
55,504
shares
|
$4.76 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
55,491
shares
|
$4.76 Million
2.95% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
55,242
shares
|
$4.74 Million
0.36% of portfolio
|
Q3 2024
Added 92.23%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
55,166
shares
|
$4.74 Million
1.21% of portfolio
|
Q1 2023
Added 120.07%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
54,983
shares
|
$4.72 Million
0.95% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
54,708
shares
|
$4.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 78.08%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
54,462
shares
|
$4.68 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
54,017
shares
|
$4.64 Million
1.95% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
53,735
shares
|
$4.61 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
53,454
shares
|
$4.59 Million
1.53% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
53,269
shares
|
$4.57 Million
4.49% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
53,119
shares
|
$4.56 Million
4.06% of portfolio
|
Q4 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
52,729
shares
|
$4.53 Million
0.11% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
52,323
shares
|
$4.49 Million
1.87% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
52,162
shares
|
$4.48 Million
0.56% of portfolio
|
Q3 2024
Added 159.67%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
51,648
shares
|
$4.43 Million
0.37% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
51,517
shares
|
$4.42 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
51,275
shares
|
$4.4 Million
2.19% of portfolio
|
Q4 2024
Added 17.92%
|