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 757 institutions that hold shares in the stock, with a total of 93.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
227,611
shares
|
$19.5 Million
0.62% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
223,898
shares
|
$19.2 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
221,704
shares
|
$19 Million
4.06% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
221,527
shares
|
$19 Million
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
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%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
211,852
shares
|
$18.2 Million
2.16% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
208,088
shares
|
$17.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
206,308
shares
|
$17.7 Million
0.05% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
205,235
shares
|
$17.6 Million
0.42% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
204,183
shares
|
$17.5 Million
0.13% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
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%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
196,647
shares
|
$16.9 Million
2.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
190,236
shares
|
$16.3 Million
10.97% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
187,805
shares
|
$16.1 Million
7.87% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
182,666
shares
|
$15.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
179,814
shares
|
$15.4 Million
6.29% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
178,555
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
176,384
shares
|
$15.1 Million
6.9% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
175,756
shares
|
$15.1 Million
0.46% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
173,397
shares
|
$14.9 Million
2.37% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
169,743
shares
|
$14.6 Million
8.11% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
168,555
shares
|
$14.5 Million
2.02% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
166,709
shares
|
$14.3 Million
13.83% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
163,530
shares
|
$14 Million
5.75% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
161,412
shares
|
$13.9 Million
1.91% of portfolio
|
Q2 2025
Reduced 3.34%
|