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 |
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
65,990
shares
|
$5.66 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
65,371
shares
|
$5.61 Million
2.4% of portfolio
|
Q2 2025
Reduced 84.88%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
64,413
shares
|
$5.53 Million
2.99% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
63,523
shares
|
$5.45 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
63,219
shares
|
$5.43 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
62,652
shares
|
$5.38 Million
3.13% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
62,116
shares
|
$5.33 Million
5.58% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
62,005
shares
|
$5.32 Million
0.26% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
61,552
shares
|
$5.28 Million
4.35% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
60,823
shares
|
$5.22 Million
0.38% of portfolio
|
Q1 2025
Added 26.52%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
59,741
shares
|
$5.13 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
59,478
shares
|
$5.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
58,862
shares
|
$5.05 Million
0.68% of portfolio
|
Q2 2025
Reduced 43.01%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
57,308
shares
|
$4.92 Million
1.15% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
57,193
shares
|
$4.91 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
57,131
shares
|
$4.9 Million
2.82% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
56,872
shares
|
$4.88 Million
4.29% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
56,783
shares
|
$4.87 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
55,818
shares
|
$4.79 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
55,796
shares
|
$4.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
55,194
shares
|
$4.74 Million
0.11% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
55,166
shares
|
$4.74 Million
1.21% of portfolio
|
Q1 2023
Added 120.07%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
54,720
shares
|
$4.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 55.32%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
54,166
shares
|
$4.65 Million
0.15% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
54,003
shares
|
$4.64 Million
1.87% of portfolio
|
Q1 2025
Reduced 3.41%
|