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 753 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $8.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,242
shares
|
$192,453
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
2,240
shares
|
$192,281
0.18% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
2,235
shares
|
$191,852
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
2,220
shares
|
$190,564
0.09% of portfolio
|
Q4 2024
Reduced 70.03%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,209
shares
|
$189,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
2,180
shares
|
$187,131
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
2,172
shares
|
$186,444
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,000
shares
|
$171,680
0.12% of portfolio
|
Q1 2024
Reduced 7.45%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,956
shares
|
$167,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,947
shares
|
$167,130
0.0% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,901
shares
|
$163,181
0.0% of portfolio
|
Q4 2024
Added 171.18%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,817
shares
|
$155,971
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,786
shares
|
$153,310
0.04% of portfolio
|
Q4 2024
Added 989.02%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
1,750
shares
|
$150,220
0.06% of portfolio
|
Q1 2025
Reduced 46.15%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
1,506
shares
|
$129,275
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$128,760
0.01% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,471
shares
|
$126,270
0.12% of portfolio
|
Q3 2024
Reduced 89.71%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,406
shares
|
$120,691
0.02% of portfolio
|
Q4 2024
Reduced 34.08%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,337
shares
|
$114,768
0.0% of portfolio
|
Q4 2024
Reduced 38.16%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,299
shares
|
$111,506
0.04% of portfolio
|
Q1 2024
Added 5.7%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,283
shares
|
$110,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,250
shares
|
$107,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
1,200
shares
|
$103,008
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,135
shares
|
$97,428
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,065
shares
|
$91,419
0.03% of portfolio
|
Q1 2024
Added 33.13%
|